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 working with other 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
Conversions
Re-characterizations
Annuities – Fixed and variable
Retirement plans - 401(k), 403(b), Simple IRA, Nonqualified 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's unique needs. Contact Synergy Advisory Group's financial professionals today!