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Synergy Financial & Consulting Group   arrow

Synergy Financial & Consulting Group (SFCG) was founded in 1994.  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 affiliated companies, including 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.  SFCG also is involved in the non-market correlated alternative space, focusing on opportunities such as  Fractionalized Life Settlements.

Financial advisors of all types benefit from SFCG’s turn-key proprietary concept marketing packages as well as our extensive training and support.  This support enables professionals to expand their practices to generate more revenue.  SFCG’s affiliate, Business Owner Wealth Strategies, LLC, focuses its activities upon planning strategies for privately held businesses, in the areas of tax mitigation, asset protection, retirement enhancement and succession planning, as well as providing unique and extremely effective strategies to lower health insurance and related benefit costs for companies with 150 or more employees.

Besides functioning as a traditional IMO and providing company contracts, product, compensation and consulting to independent agents/brokers, we bring some of these very unusual and lucrative special markets and expertise, which makes us unique in the industry.   To understand an overview of some of the very special programs we not only make available to those agents, agencies and IMOs we work with, take a look at our “Easy as A-B-C-D” flyer, HERE!

SFCG’s mission is to assist its financial services industry associates/clients to expand and succeed in their respective businesses and practices by bringing demonstrable value added to their practices and clients.  Synergy takes particular pride in its ability to match high level solutions and strategies to brokers for their 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 literal embodiment of the word, synergy — the proposition that one plus one can equal three, you speak our language and we should talk!

We are humbled to have been selected as the 2015 Best of Irvine Award: Financial & Business Planning, Insurance & Investments Category.  Please click on the press release below.

2015 Best Of Irvine-Synergy Financial & Consulting Group