PLAN TODAY. PROTECT TOMORROW.
Guiding individuals and families through life's financial decisions with clarity, strategy, and care
Synergy Insurance Group LLC
Steven Pine, a Tyler native and business owner, is dedicated to helping individuals and families build a more secure financial future. Since 2008, he has specialized in life insurance and annuities, working closely with clients to develop customized retirement strategies aligned with their unique goals and long-term needs.
In addition to retirement planning, Steven provides guidance in estate planning, helping families navigate critical decisions designed to minimize probate, protect assets, and preserve wealth for future generations. Through the thoughtful use of trusts and other strategic planning tools, he brings clarity and peace of mind to those he serves.
A devoted husband and father of four, Steven is deeply committed to family and community. Outside of his professional work, he enjoys giving back by coaching and mentoring youth, often spending his time encouraging and inspiring young athletes on the basketball court.
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HOW WE CAN HELP
Comprehensive Financial Solutions
Estate Planning
Protect your legacy and provide for future generations.
Income Planning
Create predictable income streams for confidence and stability.
Asset Preservation
Safeguard what you've built with strategies designed to reduce risk.
Tax Mitigation
Minimizes taxes and keeps more of your hard-earned wealth.
Risk Mitigation
Prepare for life's unknown with proactive risk management.
More Services
Business Planning, CRT, Wealth Management, and more.
Video Library
NOT Just For Millionaires And Billionaires
21st Century Trust Funding Method
NeverStop
Beneficiary Liquidity Plan
Mission Statement
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
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