Main Street Retirement Planning, LLC

About Main Street Retirement Planning, LLC

<p>The firm’s in-house Investment Protection Strategy is a defining part of Main Street Retirement Planning, LLC’s investment management approach. Headquartered in Coppell in the Dallas–Fort Worth metro, the RIA works with clients in 42 states and focuses on retirement planning for individuals and small businesses.</p> <p>Main Street Retirement Planning provides investment management alongside tax planning, Social Security and pension guidance, cash flow planning, Medicare planning, and estate planning. The team includes professionals with CFP&reg; and ChFC&reg; designations.</p> <p>For retirement plan sponsors, the firm offers <a href="/retirement-plans">retirement plan providers</a> support through 3(38) investment management services, taking on discretionary responsibility for selecting and monitoring plan investments.</p> <p>As of 2026, Main Street Retirement Planning reports $0.7B in assets under management, including approximately $613 million across more than 2,700 discretionary accounts.</p> <ul> <li>Headquarters: Coppell (Dallas–Fort Worth area), Texas</li> <li>Client reach: 42 states</li> <li>Plan fiduciary service: 3(38) investment manager</li> <li>Retirement planning topics: taxes, Medicare, Social Security/pensions, cash flow, estate planning</li> <li>Investment management includes the firm’s Investment Protection Strategy</li> </ul>

Website: https://mainstreetretirement.com/