Located in beautiful Atlanta, Georgia, Synergy Capital Management, LLC provides investment management, comprehensive financial planning and financial consulting services.
Whether you need assistance with financial planning for retirement, your investment portfolio, funding for your children's education, reducing your taxes, insurance or estate planning advice, or are a business entity interested in setting up a retirement plan for yourself/employees, we are committed to providing the best possible guidance to help you to navigate through the myriad of options.
Whether you need assistance with financial planning for retirement, your investment portfolio, funding for your children's education, reducing your taxes, insurance or estate planning advice, or are a business entity interested in setting up a retirement plan for yourself/employees, we are committed to providing the best possible guidance to help you to navigate through the myriad of options.
Services
Atlanta Area Certified Finanancial Planner (CFP), Carl J. Macko, presides as president and founding principal of Synergy Capital Management, LLC. Prior to assisting individuals, families and small businesses with their financial planning and investment management needs at Synergy Capital, Mr. Macko served in the position of Investment and Mutual Fund Advisor with the BMO Financial Group.
Whether it be in your taxable investment portfolio or your retirement assets, wealth and asset management is our specialty at Synergy Capital Management, LLC. Seeing that we are not a bank, brokerage or mutual fund company, and therefore not trying to sell you a particular investment, you can rest assured that our investment recommendations are solely based on one thing - your needs.
Our Comprehensive Financial Planning service is a process that focuses on your current financial situation and develops a course of action that helps you achieve both your short-term and long-term financial goals. Since every client has unique goals, values, resources and circumstances, our Comprehensive Financial Planning service is very personalized and tailored to your specific situation.
The majority of our clients come to us because they are concerned about their retirement. Planning for a successful retirement is often their most important financial goal. Whether you are already retired, just beginning to plan for retirement, or somewhere in-between, choose our retirement planning investment advisors to help you create a road map with a detailed financial strategy - crucial to a comfortable retirement.
Protecting Your Net Worth and Minimizing Risk of Loss with a Financial Risk Management Plan and Insurance. Having a solid financial risk management plan and insurance is a key element of any comprehensive financial plan. The purpose of insurance is to protect your net worth by minimizing the risk of financial loss in the event of a catastrophe.
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