(303) - 577 - 9047 | mark@emainstream.com
(303) - 792 - 7355 | mark@emainstream.com
FOUNDER
MARK HUPE
I am the Founder and Managing Director at Main Stream Financial, Inc. I am a 24-year veteran of the financial services industry and I am extremely passionate about teaching people the truth about retirement planning. Before finding my calling in finance, I received my B.S. Degree in Business Administration from the University of Kansas, where I met my wife, Carolyn. I am Kansas born, but have called Colorado home for the past 35 years. We currently reside in Highlands Ranch and have three wonderfully grown children (amazing how quickly time passes, and no they don’t live with us), and two beautiful granddaughters.
For many of you, there is still time to learn how to properly save for retirement and having the pleasure of paying a minimum tax amount. I can say proudly that many of my clients enjoy their retirement tax free, and because of this they have found peace of mind not having to worry about tax increases. They are able to check off the items on their bucket list and this is what truly gets me out of bed every morning.
I believe the greatest opportunity to serve people is by safely maximizing the income they collect in retirement. I believe that those in retirement deserve peace of mind against unknown and unnecessary financial loss. It would be an honor to share my experiences with you, as I'm confident that it will assist you in finding security and ease of mind. I look forward to meeting you and learning about how I can assist you in your financial life.
FOUNDER
MARK HUPE
A FOUNDATION BUILD ON
OUR CORE VALUES
EDUCATION
We will not only educate you on your current situation, but we will provide specific knowledge and action plan to ensure your future financial success.
OBJECTIVITY
We bring insight from the outside to help you avoid emotionally driven decisions toward important money matters.
ACCOUNTABILITY
We are advocates for those preparing for retirement or those who are already in retirement. We focus on the truth about retirement and how to avoid being tethered to taxes. There's a massive difference between the traditional way of doing things, and the efficient way of doing things!
INTEGRITY
We treat your plan as if it were our own. We also go above and beyond to keep your information safe, especially this day in age.
LONG TERM PARTNERSHIP
We strive to create mutual trust with our clients leading to long term relationships.
A FOUNDATION BUILD ON
OUR CORE VALUES
EDUCATION
We will not only educate you on your current situation, but we will provide specific knowledge and action plan to ensure your future financial success.
OBJECTIVITY
We bring insight from the outside to help you avoid emotionally driven decisions toward important money matters.
ACCOUNTABILITY
We are advocates for those preparing for retirement or those who are already in retirement. We focus on the truth about retirement and how to avoid being tethered to taxes. There's a massive difference between the traditional way of doing things, and the efficient way of doing things!
INTEGRITY
We serve as a fiduciary to all of our clients. We treat your plan as if it were our own. We also go above and beyond to keep your information safe, especially this day in age.
LONG TERM PARTNERSHIP
We strive to create mutual trust with our clients leading to long term relationships.
WHY CHOOSE US
- You do not want to outlive your money. You want to know how much money you need to retire. Many people with money have said, “It’s not losing money that makes you rich”.
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Medicare is confusing to not just you but everyone! You want to know about your Medicare eligibility, when to file and how to file so you can make intelligent decisions concerning your healthcare.
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You want to control your retirement, you just don’t know how. At first, you will want to work on your bucket list and your withdrawal rate. Then, at some point, you will need to spend time thinking about potential healthcare costs. We'll give you the road map.
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You do not have a tax strategy in place. Retirement is the last place you need a tax increase. I have proprietary tools specifically created for people who do not have a tax strategy. We will help you create one.
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You are unsure when to claim your Social Security Benefits. Just as important, are your benefits taxable? Studies have found that 40% of retirees wish they had delayed their benefits, having left hundreds of thousands of dollars on the table.
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You may think your spending rate in retirement is not as important as the annual rate of return. This is the one area where we need to help educate you on sequential rates of return. Learning this will help you create a portfolio that is stable even in volatile times.
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You want 24/7/365 access to your money. Life does happen and the need for emergency funds becomes very real. Make your money work for you even in those critical times!
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Discover Why Some People Retire Better Than Others Following Us On Social Media.
FOLLOW US!
Discover Why Some People Retire Better Than Others Following Us In Social Media.
Main Stream Financial, Inc. - All Rights Reserved
Main Stream Financial does not provide tax or legal advice. We will gladly partner with your tax or legal professionals.