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HEALTH
SAVINGS
ACCOUNTS
Affordable
With Tax Benefits.
Property, Casualty, Business Insurance Francis J. Craig Agency.
SMARTER
WAYS TO CASH IN
LIFE
INSURANCE
Viatical and
Life Settlements.
Home
Insurance
Personal Investing
Group Benefits
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Estate Planning
1031 Exchanges
Online Trading
About Us
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Contact Us
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PERSONAL INVESTING
BROKERAGE AND MANAGED ACCOUNTS
At Synergy Investment Group, LLC, we offer an extensive brokerage investment platform to accommodate all your investment assets, including mutual funds, ETFs, and individual stocks and bonds. These investments can be handled in either a traditional or advisory account.
We also offer managed accounts on an advisory basis that overlay your selected portfolio with S&P 500 protective put options through Clark Capital Management Group Inc of Philadelphia.
INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)
FIXED ANNUITIES
Not happy with your savings or CD rates? We explain how a guaranteed insurance product called a fixed annuity can earn interest in a tax-deferred environment. *
Contact us for a no-obligation consultation.
VARIABLE ANNUITIES
Contact us to learn more about variable annuities. We at Synergy Investment Group, LLC will explain how this type of investment vehicle might play a role in your overall personal investment strategy.
Or call us toll free at 866-862-1181.
Securities and advisory services offered through Synergy Investment Group, LLC.
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THE PENSION TRAP- Are you caught in it?
Do you participate in your company's monthly pension benefit program?
Did you ever wonder why you have to choose between guaranteed income for life OR a smaller benefit with payments going to your spouse for life?
Did you ever consider how much that costs you---in REAL dollars?
And after all those years of work, why your heirs may never see that money?
There is a solution that puts you in control. And it's not complicated.
Contact us for more details.
About Avoiding The Pension Trap
*CDs are FDIC insured. Fixed annuities are not FDIC insured. The credit worthiness and guarantee provisions are based on the claims paying ability of the insurer. Opinions on the claims paying ability of insurers can be obtained through rating services such as Standard and Poor's AM Best and Moody's, and provided by your representative.
FIXED INDEXED ANNUITIES
Fixed Indexed Annuities are financial products that let you participate in a portion of the gains of the market, but still provide a floor so that your principal is guaranteed.
Some provide an immediate premium bonus of up to 10% of your initial principal.
Many reset the value of your annuity annually or benefit from a high water mark. Each company has different factors for establishing how index linked gains are calculated. These factors include participation rates, spreads, margins asset fees, and interest rate caps
*The provisions for providing principal guarantees require the holder to remain invested for the full term as described in the policy. Investors may loose principal in the event of premature surrender. The guarantees provided are based on the claims paying ability of the insurer.
401K Rollovers
Do you have to leave your retirement money invested with a prior employer, or should you have control over that money and your future? How do you handle a lump sum distribution without a huge tax burden? We can walk you through the alternatives.
TSA 403Bs
If you are not happy with the volatility in your current plan, consider these plans. Many programs can provide growth opportunities, and still guarantee your principal.
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TRADE ONLINE!
GET ACCESS
TO TRADING PLATFORMS PROS USE
BUYING OR
SELLING
PROPERTY
Tax deferred
benefits.
We can show you how to build a solid portfolio and how others are guaranteeing their principal while still participating in a portion of the growth of equity indexes using Equity Indexed Annuities or Fixed Index Annuities. Principal Guarantees are provided by the insurance company selected and based on their claim paying ability. Investing in Stocks, Bonds, Mutual Funds, ETF’s, and REITS are not guaranteed and involve risk, including the potential loss of principal. Our goal is to help you decide how much of a portfolio should have which guarantee and how much to allocate toward growth that is not guaranteed.
Asset diversification and allocation are important, but we go further in advising our clients. We use products that provide additional protections in today's challenging geopolitical and world economic environment.
Synergy Investment Group, LLC
130 Buckwheat Dr.
Gibsonia, PA 15044
724-615-9177
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for Synergy Investment Group, LLC, Pittsburgh branch, © 2010 at Homestead™
This page was last updated: October 31, 2011
Please refer to the appropriate prospectus
for details, fees charges and expenses.
Manage Your Investments On Line! Manage Your Investments On Line
