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.
Introductory Call
In our initial meeting, we take time to get to know each other and 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, strategic partners, insurance carriers, and financial institutions to design and prequalify a customized 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 ensure all insurance policies are placed in force and accounts are properly reconciled with your advisors and strategic partners, putting the strategic plan into action.
Ongoing Review
We meet annually or quarterly to review your insurance policies, accounts, and business and personal plans—keeping everything on track. As your goals and life circumstances change, we adjust the strategic plan accordingly.