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Retirement Consulting


Synergy has been providing solutions and leading the market in innovative business and benefit planning for nearly two decades. We are driven to be a catalyst for the success of our clients.

Our team is comprised of a diverse mixture of specialist with many years of experience in the insurance industry and financial planning. Synergy has partners across the US that help us deliver solutions to our clients.

Each of our Principals is an owner in the firm. We are committed to the firm's success and progress through ownership. Each Principal plays a direct role in the ongoing relationship of the client. The relationship is not "handed off" to an inexperienced service representative after the sale.

We all strive to provide the highest level of service to each of our clients. We each have an extensive background in a "core" benefits related discipline: Health Care, Alternate Funding, Non-Medical Benefits, Employee Communications, Retirement Plans (Qualified and Non-Qualified Plans) and HR Consulting.

Synergy helps organizations in identifying current costs associated with their health plan, recruiting, training, and prevention. We deploy policies and programs to help drive down the cost of insurance programs and human capital costs while creating efficiencies.

We piece together the components of Risk Analysis and Cost Containment Strategies centered around six main areas; Total Risk Control, Efficient HR Processes, Benefits Cost Containment, HR Support, Compliance and Employee Wellness. We are on the cutting edge of providing solutions that drive at the heart of the cost of maintaining a workforce.

Direct: 404.256.1700
Toll Free: 800.724.0221

267 West Wieuca Road
Suite 204
Atlanta GA, 30342

Synergy Network

267 West Wieuca Road Suite 204, Atlanta, GA 30342 | P  404-256-1700, 800-724-0221 | F 888-360-8226 |
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