Synergy is a diverse, turn-key financial services firm that specializes in providing financial planning coupled with superior service. What this means to our clients is that they can expect personal attention and comprehensive strategies. 

Retirement Income Needs
• Disability Income
• Saving for College
• Going through a Divorce
• Death in the Family
• Income Taxes
• Emergency Savings
• Litigation
• 401(k) Rollover from old job
• Lack of preparation for any of the above

Every client requires a very specific type of planning. These are the situations that allow our team to really shine with the help of our professional partners. Our relationships allow us to bring to you Small Business Solutions and Estate Planning Strategies designed just for you. 

• Estate Planning Strategies
• Pour Over and Simple Wills
• Asset Protection Trusts
• Irrevocable Life Insurance Trusts
• Key Man Insurance
• Buy/Sell Agreements
• Deferred Compensation
• Business Liability Insurance
• SEP IRAs
• Business Succession Preparation
• Disability Buy-Out Insurance
• Defined Benefit Plans
• Section 162 Executive Bonus Plans
• Section 125 Cafeteria Plans

Insurance

Investment Management

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Synergy

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Synergy

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