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Self-Certification After 60 Days: 12 Reasons

May 19, 2025

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Synergy Wealth Management
142 River Terrace
Ellijay, GA 30540

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(678) 778-5331

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scott@synergywealthcoach.com

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Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and CFG Retirement, Inc are unaffiliated entities.

CFG Retirement, Inc. is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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