Book a Strategy Call
A free, no-pressure conversation about your situation — here is exactly how it goes before you book.
What to Expect
A strategy call is a working conversation, not a sales pitch. Here is how the process unfolds from the first call onward.
The Conversation
We start by listening. You tell us what is in front of you — the gain you are facing, the income that keeps getting taxed, the business you are selling, the deadline you are up against. We ask questions before we offer anything, because the right strategy depends entirely on your situation.
The Review
We look at where tax mitigation, alternative investments, and wealth-management options realistically fit — and, just as honestly, where they do not. You get a clear read on the paths available to you and the trade-offs of each, in plain language.
The Plan
You leave with a clear picture of your options and concrete next steps. We coordinate with your existing CPA, attorney, and advisors rather than replacing them, so everything you already have in place continues to work together.
No Obligation
The first call is free and carries no commitment. If we are not the right fit, we will tell you — and point you in a better direction where we can. You decide if and how you want to move forward.
How Long
Plan for about 30 minutes. Longer if your situation calls for it.
How It Works
By phone or video, whichever is easier for you. We will confirm the details when we reach out.
What It Costs
Nothing. The initial strategy call is free and comes with no obligation.
Get in Touch
Call or email directly — you will reach a person, not a queue. Whichever is easier for you.
Call Us
(585) 633-3880
The fastest way to reach us. If we cannot pick up, leave a message and we will call you back.
Email Us
jgarcia@mainstreetalternatives.com
Prefer to write it out? Send a note and we will reply to set up a time.
What to Tell Us
A sentence or two is plenty to get started. The more useful things to mention are what is in front of you and when:
- A capital gain you are facing, and roughly when it lands
- A business sale — signed, under letter of intent, or still being considered
- Income that keeps getting taxed at a rate you would rather not keep paying
- A 1031 deadline, and which day the clock started
- Or simply that you would like to understand the options before deciding anything
Please do not send account numbers, Social Security numbers, or statements in a first email. If we need documents, we will set up a secure way to share them.
CPE Events for CPAs & Attorneys
Main Street Alternatives regularly hosts Continuing Professional Education (CPE) events designed specifically for CPAs and attorneys. These sessions cover the latest in tax mitigation strategies, alternative investments, and wealth planning techniques.
Our CPE-accredited events provide valuable insights while helping you meet your professional education requirements. Join us to stay current on tax law developments and discover new strategies to offer your clients.
Contact us at the number or address above for information about upcoming CPE events and registration.
What You'll Get Out of It
Personalized Advice
Recommendations tailored specifically to your financial situation, goals, and risk tolerance.
Tax Strategy Review
A look at tax mitigation opportunities you may not know exist and how to implement them effectively.
Investment Insights
Clarity on alternative investments and how portfolio diversification can enhance your returns.
Expert Guidance
The benefit of our team's years of experience in alternative investments and tax-efficient planning.
Coordination Support
We work with your existing advisors to ensure all aspects of your plan work together seamlessly.
Peace of Mind
Confidence that your strategy is compliant, optimized, and aligned with your long-term financial goals.