Who We Are
Our team is actively committed to making a positive impact in our clients’ lives and the communities in which we serve. Your financial journey is our priority. We seek to learn more about you personally – your goals, dreams, and purpose – so we can provide trusted guidance and personalized solutions to turn your financial vision into reality.
Each member of our team contributes a unique skill set, allowing us to offer comprehensive wealth management, including:
- Estate planning
- Tax planning
- Retirement planning
- Comprehensive Financial planning
- Multi-generational planning
We are passionate about our business and look forward to showing you the difference The Main, Gowin, Rice Group can make!
Our Financial Advisors
RESPONSIBLE FOR:
- Goal Setting
- Investment Management & Research
- Cash Flow Analysis
- Financial Planning
- Asset Allocation
- Estate & Tax Planning
Our Client Assistants
RESPONSIBLE FOR:
- Account Services & Maintenance
- Money Movements
- IRA Distributions/Required Minimum Distributions (RMD)
- Account Opening & Transfers
- Event Planning
- Social Media & Marketing