Established in 2004, Synergy Financial Group is a complete financial services firm that assists our clients in building personal wealth and creating financial independence. Working with business owners, executives, professionals and individuals seeking to maximize their wealth potential, we provide comprehensive financial analysis and implementation of financial products.
Serving clients across the country, our office utilizes state-of-the-art computer systems to provide timely, responsive and efficient service. This enables us to continually monitor and adjust their finances in response to changing benefits, tax laws, economic conditions, or our clients’ own changing circumstances.
Whether our clients seek a complete, integrated financial program or a targeted planning strategy, we utilize a comprehensive approach to strategic wealth-building that seeks to maximize the performance of their assets and cash flow. This unique approach can potentially provide our clients with enhanced benefits in areas such as tax savings, risk management, and control of personal wealth.
Synergy Financial Group is proud of its distinctive advisor backgrounds. Drawing from a multitude of resources and working with our clients’ accountants and trusted legal advisors, we can provide customized strategies to address their goals.
Our associates’ credentials include the follow:
Professional designations of Accredited Asset Management Specialist (AAMS®), Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant (ChFC®), Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU®), Certified Securities Compliance Professional (CSCP®), Certified Long-Term Care (CLTC®), Professional Plan Consultant (PPC®), Certified Investment Management Analyst (CIMA®), Certified Public Accountant (CPA®), Registered Employee Benefits Consultant (REBC®).
FINRA securities registrations of Investment Company and Variable Contracts Products Representative (Series 6), General Securities Representative (Series 7), General Securities Sales Supervision (Series 9 and 10), General Securities Principal (Series 24), Investment Company and Variable Contracts Principal (Series 26), Futures Managed Funds (Series 31), Municipal Fund Securities Limited Principal (Series 51), Uniform Securities Agent State Law (Series 63), Uniform Investment Advisor Law (Series 65), Uniform Combined State Law (Series 66).
These professionals have a variety of skills to assist our clients in planning, implementing and coordinating their financial program to help pursue maximum satisfaction.