Welcome to Synergy SMB
The Financial Advisor for Small Business Owners
Welcome!
We’re glad you could visit Synergy SMB – the financial advisor for business owners. We’re not your typical “vanilla” fiduciary financial planner who caters to everyone in Phoenix and Scottsdale. Our focus is on business owners—like you.
We specialize in assisting proprietors of restaurants, boutiques, dental and medical practices, grocery stores, salon chains, regional dry cleaners, construction and HVAC, and similar companies. If this is you, then you’ve come to the right place.
Signs You May Need a Financial Advisor that Specializes in Small Business Owners
- Lacking a Plan. You are lacking guidance or you are unsure of how your business fits into your personal financial plan.
- Missing Your Business’s Value. Your current advisor may only be considering income from the business, without consideration of the business’ actual value or whether it can sell in Scottsdale or Phoenix.
- Limited Time. You don’t have time to look at investments, a financial plan, or those sorts of things as a busy business owner.
- You Don’t Have a Retirement Plan. Your retirement plan needs attention – or you want to build a retirement plan alongside a trusted, fiduciary advisor.
Financial Advising with a Specialty in Serving Business Owners
Synergy has over 20 years of experience providing fiduciary financial planning and understands how your business works as an asset class (like stocks, bonds, real estate, etc.).
Synergy has the tools and training necessary to serve a business owner – something many financial advisors lack. Furthermore, if your current financial advisor does not understand the unique needs of a business owner, you might end up with an incomplete or inaccurate financial plan.
There are FIVE main reasons to consider Synergy SMB
- Specializes in business owners – not a vanilla financial planner
- Provides business value and risk score – Free Valuation… No Cost
- Incorporates business risk score and value in creating your investment portfolio
- Includes proprietary Lifestyle Return Benchmark & Required Rate of Return
- All to produce a holistic financial plan centered around you and your unique small business in Phoenix
Click HERE to read more…
Disclosure:
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances, as well as the value, marketability, and economic health of the client’s business. Personalized or specialized services, levels of experience, and professional credentials or designations, should not be construed as a guarantee of client satisfaction or any particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Investment advisory services offered through SAM.