Mainstreet Synergy Group
Empowering Your Financial Future Together
A trusted advisor goes beyond crafting a financial plan; they serve as a compass for your financial journey. Comprehensive planning involves meticulous analysis, risk management, and strategic decision-making. With a dedicated advisory group, you gain access to expertise that navigates complexities, identifies tax-efficient strategies, and optimizes your investments. The ongoing management aspect ensures continual alignment with your evolving goals, allowing for timely adjustments to seize new opportunities or navigate economic shifts. This holistic approach fosters financial security, goal achievement, and a sense of confidence in your financial future.
ABOUT MSG
Mainstreet Synergy Group consultants and strategic partners collaborate, crafting highly tailored financial planning strategies that drive and elevate results. We are a international group of attorneys, business consultants, wealth managers, private bankers, insurance professionals, and tax advisors committed to rising above traditional planning. Our collaborative and objective planning approach ensures our recommendations serve our client’s best interests.
​Services & Areas of Expertise
Senior Solutions
Complementary Medicare Review
Complementary Long-Term Care Review & E-Book
Complementary Social Security Review & E-Book
Complementary Retirement Plan Review
Estate & Tax Planning
Estate Plan Review
Tax Diversification Review
Life Settlement Assessment
Complimentary Life, Disability, Annuity and Long-Term Care Policy Review
Business Continuity & Succession Planning
Business Valuation
Buy-Sell Review
Business Succession Plan Review
Key Employee & Executive Benefits Review
Group Benefits Review
Agribusiness Review
Independent Audit & Strategic Plan Review
Business Continuity Review & Planning
Kaizen Event & Business Transformation
Management Consulting
Global Citizens Investment and Insurance Solutions
Complementary Global Citizens Introductory & Discovery Call
EB5 Investment Assessment
Global Citizens Estate and International Tax Planning Review
Global Financial Navigation Review
Alternative Investment & Insurance Solutions
Complementary Introductory & Discovery Call
Portfolio & Risk Management Review
Financial Advisory & Consulting
Fund of Fund Management & Asset Allocation
Wealth Management High-Net-Worth Family Office
Alternative & Esoteric Investment Management
Insurance Wrapped Private Placements
We Invite You to Schedule a Complimentary Discovery Call
​In 20 minutes, we'll be able to determine two things:
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1) If we can help you...
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2) If there is a basis for us to continue the conversation.