Mainstream Financial Group

Mainstream Financial Group Our mission is to understand the unique needs of each client and work to develop and manage a plan t

At Mainstream Financial Group, we provide financial, estate, retirement and tax planning services in a comprehensive approach geared toward meeting clients’ wealth and legacy objectives. We work with individuals, families and businesses to develop plans to achieve effective financial management. We assist in the development of strategies to organize, utilize and distribute assets for longevity and

legacy purposes. We work with pre-retirees and retirees to plan for the financial needs of retirement, and provide tax planning as a component of a complete planning approach in order to anticipate and minimize taxable events.

If you've ever wondered whether or not that pizza box is recyclable, check out this guide.
09/02/2026

If you've ever wondered whether or not that pizza box is recyclable, check out this guide.

Never second guess what's trash and what's recycling again.

Organizing all your financial, estate, and tax preparation materials into one customized plan changes everything. Stop t...
09/02/2026

Organizing all your financial, estate, and tax preparation materials into one customized plan changes everything. Stop trying to manage a dozen different accounts in your head. A coordinated effort brings financial clarity to you and your loved ones. Let's simplify your future.

Open the door to fabulous decor with these open-storage tips.
09/01/2026

Open the door to fabulous decor with these open-storage tips.

These storage solutions don't sacrifice functionality for style.

Cheesy potatoes—Texas style, thanks to bacon and chipotle seasonings!
08/31/2026

Cheesy potatoes—Texas style, thanks to bacon and chipotle seasonings!

Add a touch of spice to this potato side dish with chipotle seasoning!

Navigating the transition from earning a paycheck to generating your own income takes experience. You have worked dilige...
08/31/2026

Navigating the transition from earning a paycheck to generating your own income takes experience. You have worked diligently to build your savings; now it is time to make those savings work for you. With a tailored distribution strategy, you can face the future with the assurance that your lifestyle is protected, no matter how the economic winds shift.

Refreshing summer drinks don’t get any better than this.
08/28/2026

Refreshing summer drinks don’t get any better than this.

Quench your thirst all summer long with this delightfully sweet-tart drink.

The true value of your estate isn't found on a balance sheet. It is found in the harmony, security, and opportunities yo...
08/28/2026

The true value of your estate isn't found on a balance sheet. It is found in the harmony, security, and opportunities you leave behind for your loved ones. We believe that financial planning is fundamentally about people. By organizing your assets with a coordinated effort, we help ensure your legacy is one of unity and lasting impact.

Another activity perfect for the fall! Set up your feathered friends before winter sets in with this DIY Birdhouse!
08/27/2026

Another activity perfect for the fall! Set up your feathered friends before winter sets in with this DIY Birdhouse!

Say hello to a yard full of feathered friends this season.

Happy National Dog Day! Share about your four-legged friend in the comments.
08/26/2026

Happy National Dog Day! Share about your four-legged friend in the comments.

You spent decades building your career, raising a family, and saving for the future. Now, it is time to enjoy the view. ...
08/26/2026

You spent decades building your career, raising a family, and saving for the future. Now, it is time to enjoy the view. True financial peace of mind allows you to focus on what matters most—experiences, family, and freedom. Our team is dedicated to providing the clarity you need to step into your next chapter with absolute confidence.

Address

2 20th Street N, Ste 1140
Birmingham, AL
35203

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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