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) 921-5763

Email

scott@synergywealthcoach.com

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Important Disclosures

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.

It is important that you do not use email to request, authorize or affect the purchase or sale of any security, to send fund transfer instructions, or to affect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. 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.

The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.