Independence. Honesty. Clarity.
Independence. Honesty. Clarity.
We put our clients first at Capital Synergies. Every time.
We focus on wealth management and retirement income planning. We offer holistic financial services, including investments and insurance; and we’re independent, which means we can strive to put your needs first, instead of having to listen to some faceless corporation. We can offer you the services and products that match your objectives and risk level.
If you’re in the accumulation phase of your career, we can help you with that. If you’re in the distribution phase, meaning retirement, we can help with that, too. Retirement can be a tricky time for people and their families. No two retirements are the same. That’s why we take the time to listen to our clients and to develop a customized plan for their future.
We put our clients first at Capital Synergies. Every time.
We put our clients first at Capital Synergies. Every time.
We focus on wealth management and retirement income planning. We offer holistic financial services, including investments and insurance; and we’re independent, which means we can strive to put your needs first, instead of having to listen to some faceless corporation. We can offer you the services and products that match your objectives and risk level.
If you’re in the accumulation phase of your career, we can help you with that. If you’re in the distribution phase, meaning retirement, we can help with that, too. Retirement can be a tricky time for people and their families. No two retirements are the same. That’s why we take the time to listen to our clients and to develop a customized plan for their future.
We focus on wealth management and retirement income planning. We offer holistic financial services, including investments and insurance; and we’re independent, which means we can strive to put your needs first, instead of having to listen to some faceless corporation. We can offer you the services and products that match your objectives and risk level.
If you’re in the accumulation phase of your career, we can help you with that. If you’re in the distribution phase, meaning retirement, we can help with that, too. Retirement can be a tricky time for people and their families. No two retirements are the same. That’s why we take the time to listen to our clients and to develop a customized plan for their future.
Let’s create something together.
You need a partner who will listen to your needs. You need someone who can help you take your ideas, and your long-term goals, and make a plan that could turn them into a reality. That’s where we come in. Reach out. Let’s get started.
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Capital Synergies and BFCFS are independent entities.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investment products and services available only to residents of AZ, IL, Fl, WI.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19948 - 2020/3/26