SHARPEPOINT

with COMMITMENT | CLARITY | CONFIDENCE

Enhancing and Protecting
Life Well-Lived

Enhancing and Protecting Life Well-Lived

7 out of 10 individuals 65+ years of age will need
some form of Long-Term Care in their lifetime.

Safeguard Your Retirement Income with SynerG Services/Long-term Care.

7 out of 10 individuals
65+ years of age will
need some form of
Long-Term Care
in their lifetime.

7 out of 10 individuals 65+ years
of age will need some form of
Long-Term Care in their lifetime.

Safeguard Your Retirement Income with SynerG Services/Long-term Care.

FIND OUT HOW

At least 70% to 80% of your pre-retirement
income will be needed to live a secure
and comfortable retirement.

Design your SynerG Solution income plan to achieve your retirement goals and dreams.

At least 70% to 80%
of your pre-retirement
income will be needed
to live a secure and
comfortable retirement.

At least 70% to 80% of your
pre-retirement income will be
needed to live a secure
and comfortable retirement.

Design your SynerG Solution income plan to achieve your retirement goals and dreams.

FIND OUT HOW

Retirement income should never be risked,
the key is having safe income for your fixed expenses.

Implement your SynerG Income Strategy with our team of trusted experts focused on you and your needs.

Retirement income
should never be risked,
the key is having safe
income for your
fixed expenses.

Retirement income should never
be risked, the key is having safe
income for your fixed expenses.

Implement your SynerG Income Strategy with our team of trusted experts focused on you and your needs.

FIND OUT HOW

Finance is our first Language.

is our process. Let’s find a Solution for you.

Commitment

…To You. We seek to understand your unique scenario and design a plan that meets your needs.

Clarity

…In the Process. We review your core strategies and discuss recommended SynerG Services before execution.

Confidence

…In the Solution. We monitor your plan with regular checkpoints, formal review, and adjustments.

Private Client Group

Through one-on-one management, with over 50 years of collective experience, we will guide you to financial greatness.

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Insurance Group

In tandem with our Strategic Partners, our experts utilize Insurance Planning to provide customized financial protection, from selection to delivery.

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Risk Management Group

The importance of Asset Protection is often overlooked as a fundamental piece of the overall financial plan. Our Insurance Strategists close this gap and provide superior expert advice on every aspect of our client’s Personal and Commercial Insurance portfolios.

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Advisor Group

If you’re a professional in the financial arena, we’re here to support you. Come join the movement.

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Commitment

…To You. We will monitor your plan with regular checkpoints for formal review and make adjustments as needed.

Confidence

…In the Strategy. We will educate you on the core strategies and solutions in your plan before implementation.

Clarity

…In the Process. We will seek to understand your unique scenario and design a plan that meets your needs.

Private Client Group

Through one-on-one management, with over 50 years of collective experience, we will guide you to financial greatness.

Learn More

Insurance Group

In tandem with our Strategic Partners, our experts utilize Insurance Planning to provide customized financial protection, from selection to delivery.

Learn More

Risk Management Group

Learn More

Advisor Group

If you’re a professional in the financial arena, we’re here to support you. Come join the movement.

Learn More

Enhancing and Protecting Life Well-Lived

with COMMITMENT | CLARITY | CONFIDENCE