Our Services
At SY Financial Group, our mission is to assist our clients with their financial needs, through the use of insurance, while providing the central focus of personal attention and service. We at SY Financial Group know how difficult it can be to find a good financial professional; while there are many options out there, we believe we have services that may benefit you, and that we can build a lifelong relationship together.
SY Financial Group, knowledgeable, trustworthy, and dependable, stands proudly because of the insurance products it offers and satisfaction of our clients. Our retirement strategy approach is based upon a thorough analysis and breakdown of your current financial situation and future retirement plans. We ask the important (and often not thought of) questions that can assist you, the client, to come to understand and choose insurance products for your retirement.
Through our one-on-one client meetings, our ultimate goal is to leave you confident and satisfied with your chosen insurance products..
We offer:
Life Insurance
Your life is an invaluable asset. Let us make sure you and your loved ones have appropriate coverage with the flexibility to meet the changing needs you may face in the future.
Medicare Insurance
We can help you compare health plans and answer any question you may have utilizing our expertise, knowledge and tools, as well as apply for medical coverage. We can get you on the right path today!
Fixed Annuities
Annuities can offer a unique blend of protection from market risk, credited interest and tax deferral. With so many choices available, we can help you navigate the in’s and out’s so you can have the knowledge to choose a suitable option to fit your needs. An annuity is an insurance contract designed to provide an income stream in retirement. They are long term vehicles and may be subject to surrender charges and withholding fees. Plan your retirement with guarantees*!
Long Term Care Insurance
What Medicare and private health insurance may not cover, long term care might! We offer coverage that is flexible and diverse and helps keep you protected - now and in the unforeseeable future.
Final Expense Insurance
One of the most difficult times of life is planning a funeral - either for yourself or for a loved one. The process can be stressful, both emotionally and financially. We can help bear that burden by discussing options and information regarding funeral arrangements and planning.
Disability Insurance
If, at any time now or in the future, you are unable to work due to illness or injury leaving you temporarily or permanently disabled, it’s essential to protect one of your most valuable assets – your income. We can help you file claims or enroll in a disability insurance program that will give you confidence in looking forward to the future, whatever it may bring.
Retirement Strategizing
We want to provide you with the information to choose insurance products that fit your retirement needs. Remember - planning for retirement isn’t a one-time step; it is often a renewable process.
By contacting us, you will receive information regarding insurance products which may be available for purchase.
*Annuity guarantees are backed by the financial strength and claims paying ability of the issuing company and may be subject to restrictions, limitations, or early withdrawal fees.
Estate Planning
People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. We can make sure that with the proper planning, a person’s death doesn't create significant hardships on the people for which the estate was created.
