Perhaps the most important thing to know about Synergy Financial Group is that we are independent and privately owned. This allows us to focus on long-term objectives rather than short-term profits. We generate none of our own securities or insurance products, preferring to select investment opportunities on the basis of their ability to meet our clients’ needs.
Synergy founder, Palash Islam, offers securities and investment advisory services through KMS Financial Services, Inc. KMS emphasizes compliance with the rules and guidelines of several regulatory bodies, including Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), and the 50 states. These regulations exist for your protection, and we give them the highest priority.
We believe in the six areas of planning and whole heartedly focus on holistic planning for our clients. Our investment philosophy incorporates two key concepts: broad diversification as your hedge against an uncertain future, and adequate liquidity to deal with the unexpected. Of course, no investment offers absolute guarantees, but with the acceptance of investment risk comes the opportunity for greater income and capital growth.