WEALTH MANAGEMENT FOR HIGH-PERFORMANCE PROFESSIONALS™
We were inspired as an innovative alternative to big banks, insurance firms and other financial institutions. We believe clients have a right to receive dignified and informed advice from an Advisor who’s foremost objective is the clients well-being.
Over the years we have helped clients buy homes and businesses, save strategically for major obligations such as college funding and retirement, and control the impact of taxes. We are passionate in pursuing these objectives, and we take great pride in the number of clients who have worked with us ever since the formative years of our financial services and advisory practice.
On behalf of Synergy Financial Group, we look forward to the opportunity to meet with you and discuss the role we might play in helping you realize the vision you hold for your family’s future.
Why clients engage us
5 Important Facts
relating to or concerned with complete systems rather than with individual parts
(1) : not subject to control by others : self-governing
(2) : not affiliated with a larger controlling unit
expressing or dealing with facts or conditions as perceived without distortion by personal feelings, prejudices, or interpretations
A few of our Partners
THE SIX AREAS OF PLANNING
The foundation of financial success starts with an understanding of your current financial position. Your…Read more
Investments mean different things to different people. I’d like to clarify that this section is…Read more
Successful risk management planning is about making sure that you are protected against unforeseen events.…Read more
There are many strategies available for retirement planning. The right strategies depend on your goals.…Read more
People can be too focused on tax savings today and not having a balanced approach…Read more
WILL- Most people use a will to leave instructions about what should happen to their…Read more
Written by Palash S. Islam, CFP ® , CEO
This book should give you clarity about questions you should ask your financial advisor, and inspire confidence to allow you to find the right group of professionals to achieve financial success. You already know good financial advice is paramount in today's ever changing and fast paced world. There is too much information and the confusing part is not knowing which advice is best suited for your financial situation. If you have an advisor, how do you know whether they are properly qualified to give advice, and more importantly, whether they work for your best interests? Our success with High-Performance Professionals™ like athletes, surgeons and entrepreneurs, and the reason they are attracted to our systems and processes, is because they receive independent and objective advice from a Board Certified Financial Planner (CFP®) in all of the six areas of financial planning. After nearly fifteen years as a financial advisor to High-Performance Professionals ™ I have found the financial services industry to lack transparency for the consumers. My goal is to share perspectives and questions so you can find the best advisor for you and your family. Too often the advisor’s advice and behavior is dictated by their compensation model, and bad advice can cost you thousands of dollars in lost opportunities. We'll show you the model and infrastructure of a successful Client/Advisor relationship and how you can win financially. The Synergy Way™ is a holistic look at your financial planning needs. The six key areas of financial planning are: 1. Current Financial Position 2. Risk Management with a Qualified Independent Broker 3. Investment Selection, Review and Analysis 4. Tax Planning and Working with a Qualified CPA 5. Retirement Planning and Income Strategies 6. Estate Planning and Engaging with an Attorney. The information in this book is structured so it is easy to understand, yet informative so you can identify strengths and weaknesses in your personal financial situation. We will journey through how you can engage an advisor who not only has your best interests at heart, but you can easily identify whether they are properly qualified to give you high quality financial advice. Please note that since financial advice and strategies should be customized for each client, the book is focused on building a foundation of concepts.