Page 3 - Synergy Brochure 2021

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WE WORK

FOR YOU.

It seems obvious, but most

financial advisors don’t.

When you ask the average financial advisor who they work for,
they’ll give you the name of a big bank, a brokerage house, or an
insurance company. They want you to be impressed. They won’t
understand why you’re not.

You’re a High Performance Professional . You’ve made your way in the world
TM
by making the choices others wouldn’t. Betting on yourself. Committing to
your craft, no matter the odds.

So the last thing you want in a financial advisor is a Wall Street clone, working
the same old script, with the same old models. Boilerplate financial plans.

Average advice.

When you join Synergy Financial Group’s family of clients, you will learn why
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Palash S. Islam, Founder our promise is simple: Never average. Our clients get the Synergy Way , a
strategy for wealth accumulation and management honed over 20 years of
working with clients just like you.
This guide will take you through the Synergy Way , what to expect when you
TM
become a client and our unique strategies custom-designed for investors
whose expectations are never average.
Our team looks forward to serving you.

Palash S. Islam
Founder and Lead Advisor