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

  • Estate & Legacy 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
  • Asset Protection
  • Debt Management
  • Risk Mitigation
  • Investment Management
  • Income Tax Mitigation
  • Business Planning
  • Retirement Planning
  • Executive Benefits

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 Annuities
  • Structured Attorney Fees
  • Investment Management
  • Special Needs Planning
  • Working with Settlement in Trusts

Our Team

When you partner with us, you become a client of not just one advisor, but our entire team.

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Our Resources

Part of our role as your financial advisor is to connect you with valuable, trustworthy resources that support your financial goals. 

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