Transparent, Values-Driven, Financial Solutions

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Values Based Approach

We ensure your values are the foundation of all our recommendations

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Wealth Management

Enjoy greater transparency and confidence over your money and decisions

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Income Planning

Having a robust income plan can minimize taxes and provide peace of mind

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15485 Old US Highway 27,
Lansing, MI 48906

(888) 200-5954 EXT:3
kevin@thesynergyfg.com

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Disclosure

Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisers do not render tax, legal, or accounting advice. Insurance products and services are offered through Looking Glass Financial Services, Inc. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Looking Glass Financial Services, Inc and Synergy Financial Group are not affiliated with Gradient Securities, LLC. Gradient Securities, LLC, Looking Glass Financial Services, Inc and Synergy Financial Group are not affiliated with the Social Security Administration or any government agency.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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