Have you ever considered who actually pays your financial planner? When it comes to financial consulting, Atlanta residents often trust individuals provided by their bank or even insurance agency. Even if your consultant is paid a commission based on the amount of your assets under their management, are you sure that they are not receiving bonuses or higher commission rates when they convince you to purchase certain products or assets? As a fee-only financial advisor, Atlanta can trust Synergy Capital Management, LLC because we do not sell any products or represent any outside organization. We are paid solely to offer individuals, families and businesses in Atlanta financial planning advice based upon their needs and concerns. Our exclusive responsibility is to provide you with sound information and assist you in creating a solid financial plan to help you achieve your goals.
At Synergy Capital Management, LLC we offer our services to both individuals and small businesses. As a fee-only financial advisor, Atlanta business owners can rely on us for impartial evaluations of employee benefit plans, risk management strategies and other small business needs. Individuals can trust us to help plan for their and their family's financial well-being. Education, estate, tax, investment and retirement planning are just a few of the common areas where we assist our clients. Whether you are a business owner or an individual, we will take the time to learn about your goals and desires so that we may generate a plan that exclusively applies to your situation and needs. There is never a "cookie cutter" approach to financial planning with Synergy Capital Management, LLC. When it comes to financial consulting, Atlanta will find us to be trustworthy and responsive. We look forward to assisting you achieve your goals and dreams.
