Receive our monthly economic update and a complimentary copy of “The Synergy Way: Wealth-Management Insights for High-Performance Professionals”

Why people hire us?

ELITE CLIENTS

Our focus is on building relationships with clients who value independent, objective advice. Our services, structure and platforms have been built to protect, grow and preserve your assets. Our advice, techniques and skill set match the unique needs of our clients.

WE GET RESULTS

When you hire us, we take the time to understand you and your needs. Our selective screening process for insurance and investment companies allows you to partner with established companies. We work tirelessly to get each task done and find the right fit for you.

WE WERE FORMED FOR YOU

We were founded as an alternative to the larger, commission based investment and insurance firms. Our systems and process are allow for a completely transparent and upfront planning process.

WE ARE AN UNBEATABLE VALUE

We don’t have sleek offices with cushy chairs. We keep our overhead low and focus on passing on the savings to you.  We have relationships with a multitude of financial services partners for your mortgage, investments & insurance needs which allow us to be transparent in delivering high value solutions.

WE ARE NOT MASQUERADING

We wholeheartedly believe in the six areas of Financial Planning. We take our time going through your Current Financial Position, Risk Management, Investments, Taxes, Retirement and Estate Planning. We are not insurance and investment salesmen masquerading as a financial advisor.