Innovative insurance Solutions

We start with a personalized consultation to understand your goals, income sources, and lifestyle. From there, we help you explore options like annuities, IRAs, and long-term care planning to create a retirement strategy that reflects your values and vision. 

Life insurance provides financial protection for your loved ones in the event of your passing. It can help cover funeral costs, outstanding debts, and provide income replacement—ensuring your legacy lives on and your family is supported. 

No. Our advisors do not recommend or sell stocks, bonds, mutual funds, ETFs, or other securities. They do not charge fees for investment advice, manage client portfolios, or offer discretionary trading. Their guidance is focused on insurance-based planning, including Medicare, life, and health coverage, always within the scope of their licensure.

Medicare Annual Enrollment runs from October 15 to December 7. During this window, you can enroll in or change your Medicare Advantage or Part D prescription drug plans to better suit your health needs and budget for the upcoming year.

At Synergy BizHub Advisors, we specialize in financial services such as budgeting and forecasting, financial analysis, and risk management.

Absolutely! We offer flexible scheduling, including evening and Saturday appointments, to accommodate your needs. Just email us to request a time that works best for you—we’re here to serve you with convenience and care.