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Life Is Unpredictable.
Your Financial World Doesn’t Have to Be.

A Partner to Bring Clarity, Simplicity and Efficiency to Your Financial Life

Plan. Monitor. Grow

Forward Thinking

Based on your values and needs, we help you design your future. We work together with our clients, providing them with the necessary tools to succeed.

Modern Tools

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

Clear Vision & Direction

We specialize in providing wealth advisory and investment services and tax advice for clients seeking financial freedom and security.

Are you confident that you invested properly, minimizing taxes and have a plan for the long-term?
Do you have an independent financial advisor that always looks for out for you?

Get Clarity That Your Financial House Is in Perfect Order

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Planning

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Investments

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Taxes

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Advice

Wealth is Complex.

We Manage The Details To Simply Your Life.

We understand that it can be difficult to navigate choppy financial waters. We have successfully guided families through difficult issues. We partner with business owners and individuals, walking alongside them every step of the way, to simplify this process and provide them with an easy to follow plan to help achieve their goals.


Financial Markets & Decisions Can Be Confusing

You Don’t Need to Walk Through it Alone.

  • Get a full picture of your current financial status and a plan for the future
  • Never pay more taxes than you are required
  • Benefit from a professional’s knowledge, experience and attention to detail
  • Avoid reacting to market conditions and increase your odds of having positive investment outcome
  • Remain objective and stay disciplined during volatile markets
  • Protect your business and your family’s future
  • Review insurance annually for competitiveness, coverage and cost
  • Be intentional in your decisions with an end in mind
  • Monitor plan and recalibrate activities when needed

Our Framework

We define wealth management as a formula.

We make it as easy as 1, 2, 3.


Our Proven Wealth Management Formula
Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

Investment Consulting is the astute management of investments over time to achieve financial goals.

Advanced Planning goes beyond investments to look at all the other aspects that important to your financial life.

Relationship Management is the final element.  We work to foster solid, trusted relationships with clients & other financial professionals.

Wealth Management Overview Video




Investment Consulting Video

Investment Consulting (IC) is the astute management of investments over time to achieve financial goals. We recommend, implement and monitor best in class investment portfolios. We work hard to ensure your portfolio captures market returns, is tax efficient, cost effective and serves your financial plan.

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Advanced Planning Video

Advanced Planning (AP) goes beyond investments to look at all the other aspects that important to your financial life. We break it down into four parts, wealth enhancement, wealth transfer, wealth protection and charitable giving.

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Advanced Planning Video

Relationship Management (RM) is the final element.  We work to foster solid, trusted relationships with clients. We also manage a network of other financial professions, experts we can call in to address specific client need such as attorneys and accountants.

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Our Process

Discovery Meeting

We begin with a discovery meeting that will give us both a chance to make sure your situation and needs matches our expertise and services.

We Deliver

We will review your information and provide our findings and recommendations.

You Win

Move forward with CONFIDENCE knowing you are in our process to become more purposeful, strategic and tactical about your life and money.

Who We Work With

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Business Owners

We are Business Class. The needs of each business owner are unique. We create a team environment that allows you to focus solely on the growth and security of your business. Our advanced planning solutions are designed to integrate both your personal and business financial needs via a customized plan to maximize the strength and value of your business and to work towards optimizing your discretionary income and your discretionary time. Our advice is driven by CPA’s with extensive business consulting experience and more importantly a process for getting results and delivering value to our client partners. We believe there is no replacement or equivalent for the knowledge and skill the CPA credential brings to the table.

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Family Stewards

We believe that true wealth should be like a river, broadening and deepening as it falls through the generations of your family. The needs of each business owner are unique. We create a team environment that allows you to focus solely on the growth and security of your business. Our advanced planning solutions are designed to integrate both your personal and business financial needs via a customized plan to maximize the strength and value of your business and to work towards optimizing your discretionary income and your discretionary time. Our advice is driven by CPA’s with extensive business consulting experience and more importantly a process for getting results and delivering value to our client partners. We believe there is no replacement or equivalent for the knowledge and skill the CPA credential brings to the table.

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Retirees

How soon can we afford to downsize our careers or elect to fully retire and reasonably be expected to maintain our standard of living throughout our retirement years? Now that we are finally reaching our retirement years, how should we modify our investment plan to provide more stability and higher income at the expense of higher growth and volatility. What assumptions are prudent to make about inflation, rate of return on investments, longevity?



Our Team

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Bill Parsons

Managing Member
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Bill founded Mainsail with a passion forged from the tragedy of personal loss. After realizing that true independent, unbiased advice was not readily available after the tragic passing of his father (himself a business owner), Bill was called into becoming a source for information and advice to families unfamiliar with the opaque and often times corrupt nature of the financial services industry.

Bill's passion quickly grew beyond the basics of financial planning and into the specialized niche of advanced planning for business owners.  The process he developed goes beyond investment consulting and includes wealth enhancement + wealth transfer + charitable planning.  Each of these areas include multiple subsets in which the Mainsail process drives value to its client families.

Bill recognizes that the health and happiness of the individual, their family, and the business are inextricably linked and can only be impacted by working on the global relationships between these three key areas. His goal is to create the "missing advisor" for owners to work with across disciplines.

Bill is a fan of anything that flies and floats and as such is an avid pilot and fisherman. His one retirement goal is for his primary mode of transportation to have a propeller.


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Drew Brignac

Director of Advanced Planning
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Drew is an experienced CPA who cut his teeth in the field of business advisory at multiple prominent regional firms prior to becoming part of the team at Mainsail.  He is skilled in advising clients regarding business valuation, advanced tax minimization strategies and tactics, and integrated business and personal financial planning for the entrepreneurial household.

Drew is a proponent of being business casual all week and putting on your finest each Sunday in church.

Drew's diverse skill set is critical to the process of becoming the central advisor to each of our client families.  We call him the "Swiss Army Knife for your Financial Life."  When he doesn't already know the answer he will find it directly for you.

Drew has a veritable alphabet soup of credentials behind his name but his best attribute is his ability to boil the complex interdependent and multivariate relationships of his client's financial situation into simple implementable action plans.


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Kelly Rinaldi

Director of Client Service
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Kelly brings organizational efficiency to the sometimes chaotic and fast moving world of the business owner.  Kelly specializes in making things easy and efficient for clients to implement and execute the strategies and tactics identified and by the advisory team.  Kelly is a transplant direct from Chicago and joined Mainsail directly from one of the largest independent advisory firms in the nation.  Her insights on working within a small and specifically defined niche as opposed to operating as an investment generalist are very helpful for both clients and the internal team.

Kelly is an unabashed Cubbies Fan and a lover of all things Italian consistent with her family heritage.


Our Promise to You

  1. We will give you the unvarnished truth about where you are today and work to deliver clear solutions to help you achieve financial independence.
  2. We value authenticity. We will shoot straight with you. All information shared is 100% confidential.
  3. We believe in a coordinated team, offering comprehensive knowledge. We will orchestrate an entire team of experts to keep all areas of your financial affairs on track and to produce the best results for you.
  4. We will always act in the client's best interest, operating with integrity. We do not sell any products. Our goals are aligned with your goals and our recommendations put client interest first.
  5. We promise a transparent fee and value valuation. We will provide a clear quantification of the all-in cost of becoming a client. We will also provide a summation of all quantifiable and qualitative value- add opportunities identified. We never charge for an initial consultation.



Principals and Processes Guide How We Work

It is not unusual to be overloaded by information, uncertain what to do, and not know who to trust. We can fix that.

Simplicity Is The Ultimate Sophistication.
We value simple things that do everything we need easily and none of the things we don’t need.  Our job is to bring simplicity and efficiency to your financial life.

Somebody’s Sitting In Shade Today Because Someone Planed a Tree Long Time Ago.
Our process helps clients think clearly and organize what is most important to them. 

There is Nothing New in the World Except the History You Do Not Know.
We deal in planning and long-term perspective, not in prognostication.

Rising Above The Noise.
We work to eliminate confusion. Our investing consulting is based on time tested principals, not timing the market.

Depth of Service Promise.
Each year, in order to fulfill our commitment to deliver fully comprehensive financial services, we have established the Ten Client Deliverables. The Client Deliverables are designed to always keep you financial house in perfect order.

Expert and Independent Financial Advice
We are financial advisors with the heart of teachers and consultants. We are Certified Public Accountants, Certified Financial Planners, Accredited in Business Valuation, and Accredited Investment Fiduciary.


Frequently Asked Questions

Are you a fiduciary?

Yes, I am very proud to take the Fiduciary Oath for every one of my clients

How are you compensated?

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Question Three

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Contact Us

We're eager to help you simplify your finances and get more of your time back. Let us know what you'd like to discuss and we'll get back to you within 24 hours.