Mainstreet Synergy Group
Empowering Your Financial Future Together

Providing highly tailored holistic financial planning strategies for individuals and businesses .

About

ABOUT MSG

At Mainstreet Synergy Group, we help individuals, families, and businesses create clear, customized financial strategies that grow with them. By bringing together experts in wealth management, tax, insurance, and business planning, we provide guidance that simplifies complexity, protects what matters most, and supports long-term success—locally and globally.

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.

Services & Areas of Expertise

Senior Solutions & Retirement Planning

We help you navigate the key decisions that shape your retirement years with confidence.

Complimentary Medicare Review to ensure you have the right coverage at the right cost
Complimentary Long-Term Care Review & Educational eBook to protect your family from unexpected expenses
Complimentary Social Security Review & Educational eBook to maximize your lifetime benefits
Complimentary Retirement Plan Review designed to ensure your savings, income, and tax planning work together to support your long-term goals

Estate & Tax Planning

Preserve your legacy while minimizing tax burdens now and for generations to come.

Estate Plan Review to confirm your wishes are clearly documented and enforceable
Tax Diversification Review to uncover opportunities for reducing current and future tax liabilities
Life Settlement Assessment to evaluate whether an existing life policy can create liquidity
Complimentary Review of Life, Disability, Annuity, and Long-Term Care Policies to ensure your coverage is current and cost-effective

Business Continuity & Succession Planning

Safeguard the future of your business and the people who depend on it.

Business Valuation to understand the true worth of your company
Buy-Sell Agreement Review to confirm agreements are funded and enforceable
Succession Plan Review to prepare for smooth leadership transitions
Key Employee & Executive Benefits Review to attract and retain top talent
Group Benefits Review to offer competitive and cost-efficient packages
Agribusiness Planning & Review tailored to the unique needs of family farms and agricultural enterprises
Independent Audit & Strategic Plan Review for objective insights and actionable strategies
Business Continuity Review & Planning to minimize disruption in the event of unexpected change
Kaizen Event & Business Transformation services to drive efficiency and growth
Management Consulting for long-term business success

Global Citizens Investment and Insurance Solutions

For globally minded families and professionals, we provide specialized guidance across borders.

Complimentary Introductory & Discovery Call to assess your international needs
EB-5 Investment Assessment for those pursuing U.S. residency through investment
International Estate & Tax Planning Review to simplify complex cross-border requirements
Global Financial Navigation Review to coordinate your assets worldwide

Alternative Investment & Insurance Solutions

Explore opportunities beyond traditional markets to diversify and strengthen your portfolio.

Complimentary Introductory & Discovery Call to understand your goals and risk tolerance
Portfolio & Risk Management Review to ensure proper diversification and protection
Financial Advisory & Consulting tailored to your individual or family needs
Fund of Funds Management & Asset Allocation to optimize investment performance
Wealth Management & High-Net-Worth Family Office Services for comprehensive oversight
Alternative & Esoteric Investment Management to access unique opportunities
Insurance-Wrapped Private Placements for tax-efficient investment structures