Synergistic Life Services founder and CEO Geoff Thompson is an experienced financial professional. His company specializes in helping clients amass wealth through innovative investment strategies and also to preserve wealth through retirement planning, legacy planning, and tax-advantaged options. There are many insurance services available as well, including life insurance and long-term care insurance. The company provides its clients with services for every stage and every aspect of their financial lives. The goal is to create financial stability now and well into the future.
Synergistic Life Services is headquartered in Chicago, Illinois. The company prides itself on its ability to create long-lasting relationships with clients, providing service and guidance for even the most challenging financial goals. The financial experts at the firm use innovative strategies as well as industry best-practices to assist their many clients.
The financial architects and planners at Synergistic Life Services have one goal in mind: to help clients achieve a stable and solid financial future. By offering a wide range of services, the firm has gained a reputation in the industry of personalized care that addresses the unique needs and desires of each client.
The financial services offered by Synergistic Life Services include: => Asset Protection => Charitable Giving => Retirement Planning => College Funding => IRA, 401(k), and 403(b) Establishment, Management, and Rollovers => Lifetime Income Planning => Tax Advisory Services => Wills, Estates, and Trusts
Insurance is designed to provide financial protection now and after retirement. When a person dies, his or her family members are protected with stable sources of income, thanks to the many life insurance options available. Synergistic provides insurance guidance and advice for every stage of life.
Their services include: => Life Insurance => Indexed Universal Life Insurance => Medicare Supplemental Insurance => Long Term Care Insurance
With these combined financial and insurance services, clients are able to build wealth, protect the value of their assets, and provide the funds needed for themselves and their family members long after retirement.