We provide a formal succession plan for advisors who want to protect their legacy and provide for their loved ones. Whether you're looking for an immediate buy/sell agreement or a gradual retirement, our plans ensure your clients will be in good hands.
Succession planning begins with thought about your own objectives and current financial situation. It factors in a multitude of key questions, which we're here to answer. Our firm has developed a succession management process that serves our well-thought-out game plan to achieve the best outcome for you, your clients, and the overall strategy of our business.
In addition, Synergy employs an advisor team structure which serves two vital roles. First, it ensures that our clients receive only the highest level of service. Secondly, it serves a critical role in our succession planning strategy.
Advisors in any stage of their career, whether they have only a few years in the business or considering a succession plan for their clients, can integrate seamlessly into a Synergy advisor team.
Overall, this structure leads to stronger bonds between clients and the firm.