
Saz Shresthaemail
Synergy Wealth Solutions
16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689
Professional Story
As a Certified Financial Planner™ practitioner, I provide a comprehensive goal-based strategy to address all aspects of your finances. Whether you are a small business or an individual, I can assist you in the following areas:
- Retirement Planning (401k, IRA, ROTH, etc.)
- Education Planning (529 plans, College funding, etc.)
- Investment Planning (Custom portfolio design based on your risk tolerance and investment objective)
- Risk Management (Life insurance, Disability insurance, Long-term care insurance, Buy/Sell Agreement Funding, )
- Cash Flow Management (Budgeting, Savings, etc.)
- Fee-based Financial Planning (Includes a comprehensive financial plan that covers all aspects of your finances)
Education
MBA - Southeast Missouri State
Community Involvement
Board of Directors - Asian American Chamber of Commerce
Languages:
- English
Credentials:
- CFP®
- MBA
Specialties:
- Insurance Strategies
- Retirement Income Planning
- Risk Management Strategies
- Investment Strategies
- Business Owners
- Business Succession Planning
- Group Benefits
- Estate Planning
- LGBTQ
Online Services
- CoverpathYou are now leaving MassMutual's website and will be redirected to an advisor's website. Get a quote for term life insurance.
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