Investment Consulting

Investment Consulting
Summary

[Kevin T. Mix]

Kevin T. Mix

Financial Consultant / Managing Partner

kevin@thesynergyfg.com

P: 1.888.200.5954

F: 1.888.280.9822

C: 517.719.5421

www.TheSynergyFG.com

https://brokercheck.finra.org

As the contracted Financial Representative for Astera Credit Union in the Greater Lansing Area, Kevin provides Astera Members with professional assistance, quality financial products, and dependable service. Kevin is a Financial Consultant with Synergy Financial Group and offers a wide array of securities and investments through Gradient Securities; a broker/dealer and member of FINRA/ SIPC. Kevin is licensed in the states of Michigan, Ohio & Texas.

Kevin has been guiding clients toward brighter financial futures for 18 years and has been in a strategic alliance with Astera Credit Union since 2009. He has knowledge in a wide array of financial services from wealth accumulation to retirement and estate planning. Kevin has a special talent for translating complex financial issues into simple, understandable concepts, as well as creating an action plan to meet your individual objectives.

If you would like to speak with Kevin one-on-one, email kevin@thesynergyfg.com with a phone number and the best time to be contacted and he will be in contact with you to discuss your brighter financial future.

Kevin's schedule is as follows:

  • Monday, Wednesday, & Friday --Saginaw Highway
  • Tuesday -- DeWitt
  • Thursday -- Jolly Road

Securities offered through Gradient Securities, LLC (Arden Hills, MN 8667-991-1539), Member FINRA/SIPC. Astera Credit Union is not an affiliate of Gradient Securities, LLC

Investments are: Not a deposit, Not FDIC or NCUA insured, Not insured by any federal government agency, Not guaranteed by the Financial Institution, may go down in value.

Investment Services

We take pride in helping clients by providing innovative financial solutions. We review our clients Wills, Estate Plan/Trust, Investments, Taxes, and Insurance. We strive to meet the individual needs of all Personal and business clients. If desired, our services can be integrated with other aspects of your financial picture and with other professionals you work with, lawyers, accountants, etc. Our goal is to help you meet your unique goals and retirement plans. If desired our services can be used separately.

We Offer:

  • Income Planning
  • Risk Management/Insurance Planning
  • Retirement Planning
  • Financial Needs Analysis
  • Analysis of Current Investments
  • Analysis of Present and Future Expenses
  • Tax Planning
  • Estate Planning
  • Asset Allocation
  • Asset Protection
  • 529 College Planning

We take a holistic approach in the review of your financial picture. Our experience shows that a client's needs are best met by focusing on processes and most importantly, people.

For more information please contact our Financial Consultant, Kevin Mix today at 517.321.6772.

Securities offered through Gradient Securities, LLC (Arden Hills, MN 8667-991-1539), Member FINRA/SIPC. Astera Credit Union is not an affiliate of Gradient Securities, LLC.

Investments are: Not a Deposit, Not FDIC or NCUA insured, Not insured by any federal government agency, not guaranteed by the Financial Institution, may go down in value.