CEO of Synergistic Life Services Geoff Thompson reviews products and services offered. Thompson is the co-founder of the company & its parent firm, Synergistic Group. To learn more, please reach out to us directly or contact the company.
Planning for our financial future is more important than ever. As we approach retirement age, having a solid financial plan is critical for ensuring income after we retire.
A stable financial future also means safety and security for those we love. At Synergistic Life Services, we specialize in financial planning services for the future.
With our highly-skilled financial planners and insurance specialists, we excel at providing our clients with the information they need to make smart decisions about the future.
A Commitment to Personalized Financial Services
Every person is different, and each person has their own financial goals and needs. Synergistic Life Services is committed to industry-leading financial guidance. Our experienced professionals have the knowledge and the understanding needed to provide a disciplined, focused approach to financial goals. This highly-personalized approach ensures that client needs and desires are met perfectly, helping to establish a solid foundation for financial independence and security after retirement. Our client-oriented service has won our firm a reputation for excellence.
Financial Services by Synergistic Life Services
The team of experienced wealth advisors at Synergistic Life Services is prepared to provide clients with comprehensive plans for their financial futures. We are proud to offer a wide range of financial services, each tailored to the unique needs and goals of each specific client. Our financial services include:
- Charitable Giving
- Asset Protection
- Estate Planning
- College Funding
- Lifetime Income Planning
- IRA & 401(k) Assets, Planning, and Rollovers
- Tax Advisory
- Wills and Trusts
From establishing retirement accounts such as Traditional or Roth IRAs, 401(k) participation, and college funding for your children to wills and trusts or estate planning services, our financial specialists have decades of experience. Each of our financial services is backed by the same personalized approach.
Not every client needs every aspect of financial planning, so we take the time to listen and to understand your needs. Synergistic Life Services and our client-oriented financial advice is designed to help you build wealth now and well into the future, then protect those assets as they accumulate. At retirement, a steady and sustainable income can provide the funding you and your loved ones need, even after you’re gone.
Insurance Services by Synergistic Life Services
Insurance is an important part of financial planning, both now and after retirement. Life insurance products can help provide the funds needed for death expenses, medical care, or day-to-day financial needs for you and for your loved ones. Our insurance services include:
- Life Insurance
- Long-Term Care Insurance
- Medicare Supplemental Insurance
- Indexed Universal Life Insurance
Our insurance professionals are ready to help you find and establish the life insurance and medical care insurance you need to ensure a stable financial future. There are many insurance plans, each with their own benefits. We will help you select those products that meet your goals and needs now and into the future. With our help, your future financial plan is safe and secure, not only for yourself but also for those who depend on you. Meet our team today, we look forward to helping your unique situation.