OUR SERVICES

The financial services team at Synergy Advisory Group offers a full range of financial planning services and solutions to meet the unique needs of our clients—both individual and business. If you don’t see the service you need listed here, please contact us. We offer an array of additional financial services to our clients by partnering with other trusted professionals and companies.

Individual financial planning services

  • Insurance
    • Life: personal or key person
    • Long Term Care
    • Disability Income
    • Business planning
    • Health insurance
    • Medicare-gap coverage
  • Investments
    • Mutual funds and brokerage accounts
    • IRA and ROTH IRA
    • Rollovers
    • Conversions
    • Re-characterizations
    • Annuities – Fixed and variable
    • Retirement plans - 401(k), 403(b), Simple IRA, Deferred compensation, SEP
  • Advisory services
  • Retirement accumulation and income distribution
  • Business and family succession planning
  • Estate transfer and planning
  • College education

Business financial planning services

  • Corporate retirement plans
  • Executive level benefit plans
  • Retirement plan education programs
  • Family insurance plan options
  • Investment strategies
  • Insurance and annuity products
  • Retirement planning
  • Estate planning

We look forward to learning more about your or your business’ unique needs. Contact Synergy Advisory Group’s trusted financial advisors today!