About Us

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

Synergy Insurance and Investments was founded in 2001 by Michael Hosford with the express idea that everyone deserves great financial planning. Our initial emphasis was to help public educators and other pensioned employees increase their retirement choices. As our firm has grown and we have added advisers, we have expanded to help professionals, small business owners and professional athletes with preservation and wealth strategies.

We embrace our independence, but we’re also proud to have aligned ourselves with the nation’s well-known providers of financial products. We believe that the process is every bit as important as the product. Our strategies embrace preservation and tax-efficiency. While we have grown, we still believe that everyone deserves great financial planning.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

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