What We Do

Financial Protection

SYNCIS Associates can help you establish a basic but solid financial foundation. This foundation can help protect you and your family from an unexpected death, save for emergencies and prepare for your future.

We Make It Easy To Understand

CONFUSED? FRUSTRATED? That is how most people feel when they are asked about their finances. We try to make things easier by teaching people basic financial concepts before anything else.

Personal Financial Checkup

What Is A Personal Financial Checkup?

A SYNCIS Personal Financial Checkup℠ (PFC) is a process used to identify financial needs and goals to help families make more informed decisions about their finances. PFCs are no-cost, no-obligation meetings between individuals and our licensed Associates.

What Happens During A PFC?

During a PFC, our Associates meet with individuals, families, or business owners to explain fundamental financial principles in understandable language. Associates will put together a summary of your overall financial health by listening to you about your current situation and your goals for the future.*

No Pressure

Our Associates are encouraged to never “sell” any product or service during an initial meeting. This approach enables families to assess their own situation and make informed decisions at their own pace without any unnecessary sales pressure.

Industry Connections

Our Associates represent some of the leading financial services companies in America**

Here are a few examples:

Learn More About Financial Solutions

Find out more about solutions that can help you secure your financial future and meet many other financial goals.

Read more

*The SYNCIS Personal Financial Checkup (PFC) Is Provided As A Complimentary, No-Obligation Service By Independent Agents Of Syncis Insurance Solutions, LLC (“Independent Agents”). A PFC Is Not A Complete Financial Plan And Should Only Be Used As A General Guide In Deciding How To Attain Financial Goals. Unless Appropriately Licensed, Independent Agents Are Not Financial Planners, Investment Advisors, Financial Consultants Or Other Specialists Who Provide Financial Advice And Whose Compensation May Be Unrelated To Sales. Independent Agents Are Compensated Through Commissions Or Referral Fees On The Sale Of Financial Products Offered By The Financial Product Companies They Represent.

**Syncis, LLC (“SYNCIS”) Is A Marketing Company Whose Affiliated Companies And Their Agents Solicit And Transact Life Insurance And Other Financial Products And Services In Jurisdictions Where Those Entities Or Individuals Are Appropriately Licensed And Appointed. The Material On This Website Is Intended For Informational Purposes Only And Is Not Intended To, Nor Should It Be, Construed As An Offer Or Solicitation For The Purchase Or Sale Of Any Specific Insurance Products, Annuities, Financial Services, Or Other Non-Specified Items. Trademarks are the property of their respective owners and the content of this website does not reflect the opinions the applicable trademark owners.