Synergy Financial Group

Helping You Prepare

for financial independence

Providing Financially

sound retirement advice.

Client-Focused

personalized approach.

Financial Strategies
Business Retirement Plans
Income Planning
Insurance Solutions
Legacy and Tax Planning
Wealth Management

Insurance Solutions

Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future.

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Business Retirement Plans

Starting a business is a labor of love, not a play for money. Most entrepreneurs have a desire to build something that will be of value to the world, not a desire to build something the world will give value to.

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Financial Strategies

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed based on your investment goals.

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Synergy Financial Group

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Synergy Group.

Synergy Group. provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence.

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Grand Ledge Office

Synergy Financial Group
325 S. Clinton St
STE 50
Grand Ledge, MI 48837
(888) 200-5954
info@thesynergyfg.com

Contact

Office: 888-200-5954
Fax: 888-200-5954
info@thesynergyfg.com

Our Services

Financial Strategies
Business Retirement Plans
Income Planning
Insurance Solutions
Legacy and Tax Planning
Wealth Management

Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (an SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Jamie Wing, Andrew O'Neill and Kevin Mix are registered to offer securities. Investment advisory services are offered by Jamie Wing and Andrew O'Neill. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Synergy Financial Group. Synergy Financial Group is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Synergy Financial Group are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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