High Net Worth Solutions

As an individual advances in his/her career and becomes more successful, the rewards and the responsibilities and complexities increase. Risks increase. Vulnerabilities increase. It takes a highly trained professional familiar with the special circumstances individuals of a high net worth might experience. It takes SYNC.

Annuities

Let a SYNC consultant explain the benefits and pitfalls of this product. Learn about deferred and immediate annuities. Know the tax implications and which type may be best for you, your family and your retirement.

Personal Investments

Investing for your future with a comprehensive financial plan may seem a daunting task. But when you focus on the highly personal sorts of questions like what sort of life you want—your goals, needs, and dreams for yourself and your family—personal investing begins to come into focus. Let SYNC bring your questions and answers together into one, hard-working investment portfolio.