STRATEGIC PARTNERS

Synergy’s strategic partners are a vital part of the company’s ability to remain ahead of the curve in providing innovative products and services as a settlement services industry leader.

Ametros’ mission is to help those individuals save money on their ongoing medical expenses, and to help them save time from dealing with the hassle of the complex healthcare system. Ametros’ products provide discounts and support, simplifying the process with all the key players in healthcare, including patients, insurers, employers, attorneys, medical providers and Medicare.

CapitalFirst Trust Company serves as trustee for Synergy’s Settlement Asset Management line of products and services, possessing the critical administrative and accounting systems necessary to effectively manage the affairs of both large and small trusts.

Cogent is Synergy’s strategic banking partner and a business focused institution that helps businesses like Synergy thrive in growth mode. 

JurisPrudent was created by top experts in tax-deferred compensation (current clients include Microsoft, Cisco and Bank of New York Mellon).  They have developed a best-in-class program that gives trial lawyers the same level of tax-deferral benefits and protections that corporate executives currently enjoy.

FTWSN is a non-profit that acts as trustee of several pooled trusts, including, the Settlement Solutions National Pooled Trust.  The trustee works with injury victims at settlement when there is a need for asset preservation or protection of government assistance eligibility.  FTWSN is one of just a few national non-profit trustees that works primarily with injury victims due to their unique needs.

National Care Advisors was founded in 2008 specifically to serve individuals with special needs challenges. The firm is a national nurse consulting firm providing life care planning, quality of life assessment, third party benefit analysis as well as case management services to attorneys, financial planners, trustees and their client families in all 50 states.

The Bank of Tampa fills a void in personalized trust services and coordinates needed resources, including trust, investment advisory, estate planning, retirement planning, and private banking.

True Link Financial, Inc. is a financial services firm that offers investment accounts and debit cards customized for seniors.

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