EXPERTISE
I
INVIDUALS & FAMILIES
Here at Syndicus Financial, we help individuals and families grow, manage, and protect their assets through comprehensive financial planning. We take pride in helping people understand their financial opportunities so they can make wise decisions that are in alignment with their goals and tolerance to risk. Our firm was founded on the idea that the whole is greater than the sum of its separate parts, and for individuals, this means taking a global look at their financial picture and understanding the synergy of how protection, assets, and cash flow interact with each other to help achieve greater results.
Our goal is to provide excellent service to our clients, so we're proud to align ourselves with professional resources such as New York Life Insurance Company, Eagle Strategies LLC, and The Nautilus Group®. These relationships allow us to offer a comprehensive suite of solutions that are catered to each person's unique needs. When you work with us, our top priority is providing excellent service, and our entire firm is focused on meeting your needs and exceeding your expectations. If you're looking for a partner to help you understand your financial big picture and make the best possible decisions through every season of life, we'd love to talk.
RETIREMENT
PLANNING
Investment
Management
Income Tax
Mitigation
Asset
Protection
Debt
Management
RETIREMENT
PLANNING
Charitable
Planning
401(k) & IRA
Strategies
Disability & Extended
Care Needs
II
BUSINESS OWNERS
At Syndicus Financial, we provide innovative, comprehensive planning strategies to help business owners grow, manage, and protect what they’ve worked so hard to create. Our educational approach is designed to empower you with the information you need to make wise financial decisions, and our partnership with several strategically-chosen alliances allows us to offer a complete suite of solutions that are catered to your unique needs. Our founder, Nic Baker, has started and sold many different small businesses, so he knows firsthand the complexities of running a business and balancing your personal financial needs with the current and future needs of your company. If you’re looking for a partner to help you look at your financial big picture and make the best possible decisions every step of the way, we'd love to talk.
EMPLOYEE SOLUTIONS
Group term life insurance
Individually owned voluntary life insurance
Group disability insurance
Individually owned long-term care insurance
Retirement strategies
PERSONAL SOLUTIONS
Personal life insurance
Personal long-term care insurance
Retirement strategies
Educational funding
BUSINESS SOLUTIONS
Funding for buy/sell agreements
Key employee protection
Funding for qualified retirement planning
Disability income/buyout planning
Strategies for business successions
EXECUTIVE BUSINESS SOLUTIONS
Executive compensation
Executive bonus
Deferred compensation
Long-term care carve-out
III
ATTORNEYS & THEIR CLIENTS
FINANCIAL PLANNING FOR ATTORNEYS IS MORE COMPLEX THAN MOST OTHER PROFESSIONALS.
It takes a lot of time to build a successful law practice, and that means your own needs are often left on the back burner. Add to that the ebbs and flows of inconsistent cash flow and the competing demands on your earnings, and you can see why having an expert in your corner who understands your situation can be a great benefit to you, your firm, and your family.
Here at Syndicus Financial, we have extensive knowledge and experience helping attorneys maximize and protect their assets and accomplish their short- and long-term financial goals. We work with attorneys at every stage of their career who specialize in personal injury, criminal defense, business and estate planning, and more, and we understand the unique challenges and opportunities you face.
COMMON SERVICES
INCOME NORMALIZATION
DEBT MANAGEMENT
INVESTMENT MANAGEMENT
BUSINESS PLANNING
EXECUTIVE BENEFITS
ASSET PROTECTION
RISK MITIGATION
INCOME TAX MITIGATION
RETIREMENT PLANNING
IN ADDITION TO HELPING YOU, WE CAN ALSO HELP YOUR CLIENTS WITH OUT-OF-THE-BOX SETTLEMENT SOLUTIONS
Whether you need a professional in UTMA's, investments, life insurance, or structured settlement annuities, our innovative approach will help them maximize and protect every penny they receive. By structuring attorney fees, we can assist you in maximizing what you receive as well. If you're looking for a partner to help you, your firm, and your clients make wise financial decisions with clarity and confidence, we'd love to talk.
COMMON SERVICES
UTMA ACCOUNTS
STRUCTURED ATTORNEY FEES
SPECIAL NEEDS PLANNING
STRUCTURED ANNUITIES
INVESTMENT MANAGEMENT
WORKING WITH SETTLEMENT IN TRUSTS
OUR TEAM
When you work with us, you become a valued client and our entire team is here to help serve you.
OUR RESOURCES
Part of our role as your financial advisor is to connect you with valuable, trustworthy resources that support your financial goals.
GET IN TOUCH
At Syndicus Financial, we provide innovative, comprehensive planning strategies to help business owners grow, manage, and protect what they’ve worked so hard to create. Our educational approach is designed to empower you with the information you need to make wise financial decisions, and our partnership with several strategically-chosen alliances allows us to offer a complete suite of solutions that are catered to your unique needs.
Our founder, Nic Baker, has started and sold many different small businesses, so he knows firsthand the complexities of running a business and balancing your personal financial needs with the current and future needs of your company. Taking into account your values, goals, and tolerance to risk, our team will work together to help you create and execute customized strategies to meet your objectives at every stage of the business life cycle.
If you’re looking for a financial professional to help you look at your financial big picture and make the best possible decisions every step of the way, we’d love to talk.