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
  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI

 

 

Newsletters

  • How Has SECURE 2.0 Affected 401(k) Plans?

    The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

  • Medicare or Medicaid?

    It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

  • Be Storm Smart: How to Prepare for Extreme Weather

    More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

  • Consider Roth for Tax-Free Income

    Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

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