MSG PROCESS
MSG Client-Centric Process
Mainstreet Synergy Group has been at the forefront of collaborating with the industry's top authorities and advisors to ensure compliance with the Uniform Prudent Investor Act. We are committed to providing best-in-class service advocating for our client's best interests.
The Mainstreet Synergy Group process begins with a foundation of trust, confidence, and understanding.
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.
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Introductory Call
We have an initial meeting where we get to know one another. We discuss your dreams, aspirations, and goals.
Client Discovery and Needs Analysis
We collaborate with you, your advisors, and our strategic partners to identify risks or gaps within your business or personal financial plan. We assess comparables for market competitiveness and best interest making recommendations based on your individual goals.
Plan Development
​We coordinate with you, your advisors, our strategic partners, insurance carriers, and financial institutions to prepare and prequalify our proposed plan.
Plan Implementation
We will submit any applicable applications to insurance carriers and financial institutions. Our strategic partners will coordinate to open any applicable accounts and create statement of work documentation based on our strategic plan.
Plan Execution
We will ensure all insurance policies are placed inforce and accounts are reconciled with advisors and strategic partners. We follow through to ensure our strategic plan is placed into action.
Annual Review
We will meet annually to ensure insurance policies, accounts, and your business and personal plans are on track. We will make adjustments to our strategic plans based on new goals and life changes.