Synergistic Financial Center offers continual and unbiased financial, estate and tax planning. We strive to build long lasting relationships with each client to assist them with achieving their individual goals. As we assist our clients with their wealth accumulation and protection of their lifestyle. We will build an economic dynasty that will continue past our lifetime. Through the alignment of our client's goals with our firm's offerings, residual income is of utmost importance.
Operating Principles are how we turn values into action. These are the policies and processes that drive the way we do business. Our important operating principles are:
Our values are the principles by which we operate and are known for in our market area. The important values that drive our business are:
We demonstrate our responsible behavior in these areas or following ways:
Provide complete disclosure of costs including commission and/or fees on financial products and services provided to clients.
Only after consideration of a client's income, assets, age and risk-tolerance can a suitable solution be recommended.
When providing financial solutions for a client, their current asset allocation and individual holdings it is reviewed for proper diversification.
After meeting with each prospective client and discussing their goals and objectives, an assessment is completed, followed by a recommendation. Each client's priorities are taken into consideration before implementing their plan. Utmost care is taken to record and monitor each client's progress. Each client is then sorted to follow up with an ongoing communication schedule. Our firm's desire is to deliver an experience that is greater than expected.
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