Synergy Financial & Consulting Group (SFCG) was founded in 1994 by it’s CEO, Mark Hollingsworth. SFCG is a value-added consulting company in the financial services arena, servicing financial professionals such as Financial Planners, Insurance and Investment Brokers, CPAs, Tax and Business Attorneys, Business Consultants, et al.
SFCG and its subsidiaries, along with Business Owner Wealth Strategies, LLC, provide consulting and support to a variety of financial professionals in a variety of markets, from wealth creation and preservation, estate planning and risk management for ‘head of household’ as well as high net worth clients, business owners and their advisors. Insurance and financial planners also benefit from SFCG’s turn-key proprietary concept packages, training and support, which enables professionals to expand their practices.
SFCG’s subsidiary, Business Owner Wealth Strategies, LLC focuses a significant part of its practice upon business owner planning strategies in the areas of tax mitigation, asset protection, retirement enhancement and succession planning. SFCG’s mission is to assist its associates/clients in the financial services industry to expand and succeed in their respective businesses and practices.
Synergy takes particular pride in its ability to match high level solutions and strategies to brokers and clients’ needs and to bring fresh perspectives and forward thinking concepts to market.
Synergy assigns top priority to living up to the concept embodied in its very name. If you are motivated, have the desire for success, and see the potential and value in the proposition that one plus one can equal three, you speak our language!