Financial Guidance

Strategic Partners

Synergy Financial Management is a SEC-registered investment advisory firm.

Our core specialty is providing comprehensive and integrated precision investment management services for individual investorsbusiness owners, and financial advisors.

Synergy Financial Management

Securian

St. Paul, Minnesota, Securian Financial Group offers over 133 years of financial strength, integrity and success. They have nearly $32 billion in assets under management and provide more than $758 billion of insurance in force. At Securian Financial Group they focus on what it takes to succeed, now and for many years into the future. As a result, they have become one of America's largest providers of financial security for individuals and businesses in the form of insurance, retirement plans and investments. Their financial strength and claims-paying ability rank them among the most highly rated insurance company groups in the nation.

 

The Monolilth Group

The Monolith Group is pleased to present an exciting new life insurance premium financing strategy that eliminates the risks and drawbacks of traditional Libor-based premium financing. The Monolith Program™ provides access to the capital markets using our proprietary funding structure, allowing high net worth individuals and estates to borrow at the same rate as Fortune 500 companies.

 

Benefit Indemnity Corp.

Benefit Indemnity Corporation is a far-reaching enterprise designed to help various stakeholders in and touched by the insurance industry to access the knowledge, skills and strategies to help them succeed amidst the changing world of insurance and health care reform.