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.