Your Dreams Matter
At Synergy Financial Strategies, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.
The Synergy Financial Strategies Process
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Annuities
Preserve
Preserve the assets that can help you live the retirement you’ve always imagined.
How?
Asset Preservation Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax, legal advice Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a webinar.
