View Our Customer Relationship Summary
skip navigation

Synergy Wealth Solutions, a MassMutual Firm

Contact Us

16150 Main Circle Drive, suite 400 Chesterfield, MO 63017
  • Phone:
    314-548-4002
  • Fax:
    636-728-1018
  • E-mail address: thadican@financialguide.com
  • E-mail address: csottoriva@financialguide.com
  • X Icon
  • Home
  • About Us
    • The Strategic Wealth Hour
    • Account Access
      • AssetMark: eWealthManager
      • Investor 360 Client Portal
    • What is Your Financial Strategy?
    • As Your Financial Team
    • Professional Advice
    • Our Commitment
    • Our Process
    • Our Associates
    • Where You Can Find Us
    • Resource Links
    • Tell A Friend
    • Customer Relationship Summary
    • Investor 360 Client Portal
    • Licenses
  • Products & Services
    • Individual Retirement Account
    • Investments
    • Mutual Funds
    • Annuities
    • Life Insurance
    • Long Term Care Insurance
    • Disability Income Insurance
    • 529 College Savings Plans
    • SpecialCareSM
    • Trust Services
  • Resources
    • Flipbooks
    • Videos
    • Featured Links
    • Articles
    • Calculators
    • Newsletters
    • Glossary
    • Market Watch
      • Detailed Quote
      • Symbol Lookup
      • Multi Quote
      • Market at a Glance
      • Charting
      • Portfolio
  • Contact Us
    • Contact Us
  • FAMILY
  • RECREATION
  • PROSPERITY
  • Prepare for the ROAD AHEAD

 

 

Newsletters

  • The Evolution of Retirement Savings

    The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

  • What Is Asset-Based LTCI?

    Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

  • Strategies for Smarter Giving

    In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators »
Transcript

Contact Us

16150 Main Circle Drive, suite 400 Chesterfield, MO 63017
  • Phone:
    314-548-4002
  • Fax:
    636-728-1018
  • E-mail address: thadican@financialguide.com
  • E-mail address: csottoriva@financialguide.com
  • X Icon

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA, 01111-0001, and
are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory
services offered through qualified registered representatives of MML Investors Services, LLC.
Member SIPC (www.SIPC.org). Synergy Wealth Solutions, 16150 Main Circle Drive, suite 400, Chesterfield, MO 63017, 636-728-2400

CRN202903-10598594

Licenses 

Home | Contact

  • Site Map