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Our Philosophy

At Synergy Wealth Management, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.

Plan a Comfortable and Secured Retirement

We believe that although peace of mind is not for sale, it can be achieved with efforts and planning for a comfortable and secure retirement. The key is to build trustworthy relationships with professionals who educate you about retirement options while offering proven real world solutions that work for your individual retirement needs and concerns. As professional advisers, we believe you have the right to:

  • Receive relevant advice and information from well-educated and experienced advisors
  • Be fully informed and educated about all of your retirement financial options
  • Have a sincere professional explain, clarify, and simplify your choices
  • Have an honest up front “both sides of the coin” explanation with full disclosure
  • Be offered ideas and solutions that work in the real world
  • Never be pressurized into making quick or uninformed decisions
  • Receive continued and ongoing personal service throughout your retirement years
  • Keep all financial affairs completely confidential from others
  • Have all information presented based solely on truths and facts

Schedule Your Appointment with

Scott Stooksbury
Today!

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Phone (678) 778-5331

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Investment advisory services offered through Assured Retirement Financial Group, DBA CFG Retirement Inc. a Registered Investment Advisor in the state of Minnesota.  Insurance products and services are offered through CFG Retirement, Inc.  Assured Retirement Financial Group, Inc. and CFG Retirement, Inc. are affiliated companies. 

Assured Retirement Financial Group, Inc. outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.