Page 6 - Synergy Brochure 2021

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When you start with HIGH

different assets, you PERFORMANCE TM
PROFESSIONALS
need a different plan. ($10.3M+ NET WORTH)

Business equity and investment real estate

Stocks, securities and trusts
Miscellaneous assets
Cash and liquid assets AVERAGE

Pension accounts INVESTORS
(<$471K NET WORTH)
Principal residence
Source: visualcapitalist.com and Edward Wolff, 2018

NOT FOR THE

AVERAGE INVESTOR

Financial planning for average investors makes two big assumptions and neither applies
to the needs of High Performance Professionals .
TM

The starting point for all financial planning 2) Cash Flow: Because even many above-
is a thorough understanding of your current average wage earners are living paycheck
position: net worth and cash flow. Because to paycheck, most advisors are focused on
most financial advisors build plans with middle budgeting and saving small amounts each
America in mind, they start with the average month instead of deploying assets for passive
assumptions about these two areas. income.

1) Net Worth: Because the average American will As you can see from the chart above, our clients
accrue the bulk of their wealth in their home come to the table with very different financial
and/or their retirement account (401k), average maps. They’re never average, and our planning
financial plans are built with these two assets at for them is designed for their unique demands
the core of the strategy. and opportunities.