Log in Your future starts here Thinking about long-term goals and family obligations can be overwhelming: Your children’s education. Caring for an aging parent. Retirement. We’ll help you set and meet achievable goals so you can feel confident about the future. Financial Planning1 Retirement Retire when you want, the way you want. Together, we’ll explore the most effective and tax-efficient strategies for your lifestyle, whether you’re just starting out or on the cusp of retirement.2 By identifying shortfalls and setting appropriate targets, we’ll help you realize your vision for life in retirement. Asset Allocation Having the right mix of stocks, bonds, cash and other investments in your portfolio is one of the most important investment decisions you can make. We’ll take a look at your goals, investment time frame and risk tolerance, analyze your current investments, and recommend changes designed to keep you on the right path to your financial destination. College Savings You want to give your kids the best start in life, and putting together a plan for college is one of the first big steps. We’ll help you determine the smartest ways to pay for your child’s education by exploring a variety of options, including 529 Plans,3 so you and your family can look forward to a bright future. Insurance Life is often unpredictable. We’ll help your family manage risk by examining your ability to withstand a loss of income or the need for extended care, and recommend coverage that will make it easier to cope with the unexpected. Estate Planning We know how important it is to help secure your family’s financial future. By creating a customized estate plan—a “blueprint” for your legacy—we’ll help you protect your assets against tax erosion, mismanagement and litigation with strategies to transfer wealth purposefully and efficiently. Charitable Giving One of the most fulfilling personal contributions you can make is to give back to those who have made a difference in your life. Whether you want to make a direct donation, designate a charity as your beneficiary, or establish a charitable trust, we’ll help you put together a gifting strategy that supports your philanthropic goals while providing optimal tax benefits. Important Disclosure Information Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. Synovus Securities, Inc. is a registered broker/dealer, member FINRA/SIPC and an SEC Registered Investment Advisor. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck. Back You should speak to your tax advisor to see how purchasing these products will affect your personal tax situation. Back 529 College Savings Plan investments are offered through Synovus Securities, Inc. Information, including fees, expenses and sales charges, on the particular plan you select is available in the offering circular or official statement provided by the plan sponsor. Please read the information carefully prior to investing. Back Approval of any bank product or service is not contingent upon purchasing insurance from Synovus. Insurance products marketed through Synovus and its affiliated companies are underwritten by insurance companies not affiliated with Synovus and are subject to normal underwriting procedures. Back View your complete financial picture and collaborate with your Advisor in Synovus Asset Navigator. Login Contact your Financial Advisor, Private Wealth Advisor, or Trust Advisor if you don’t have access. Interested in our financial planning services? Call us or stop by: Synovus Financial Management: (800) 942-9764 Visit your local branch People are also reading How to Set up Your First 401(k) Infographic: 7 Steps to Help You Save for Retirement 4 Ways to Give Investments as Gifts Customer Service Contact us Find a location Safety and security Privacy Website terms of use Accessible Banking Synovus Investor Relations Careers Media Community outreach Follow us: Banking products are provided by Synovus Bank, Member FDIC. Synovus Bank, NMLS #408043, is an Equal Housing Lender. Synovus Bank, Member FDIC, is an Equal Housing Lender and lends in the states of Alabama, Georgia, Florida, Tennessee, North Carolina, and South Carolina. This communication is directed to properties in those states. Loans subject to approval including credit approval. Synovus Bank, NMLS #408043. If you would like to assert there has been an error made with the servicing of your consumer mortgage loan, or if you would like to request information about the servicing of your consumer mortgage loan, and if you would like your assertion or request to be treated in accordance with the procedures provided in 12 C.F.R. Parts 1024.35 and 1024.36, then you must send written notice to us at Synovus Bank, Attention: Mortgage Customer Service, 800 Shades Creek Parkway, MS 130, Birmingham, AL 35209. Otherwise, we will treat your assertion or request per our standard policies and procedures. You have certain rights under Federal law related to resolving errors and requesting information about your mortgage account, and you may learn more about your rights by contacting Synovus Bank, or by visiting http://www.consumerfinance.gov/mortgage/ Investment products and services provided by Synovus are offered through Synovus Securities, Inc. (SSI) a registered Broker-Dealer, member FINRA/SIPC and SEC registered Investment Advisor, Synovus Trust Company, N.A. (STC), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by STC. NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE SSI is a subsidiary of Synovus Financial Corp. and an affiliate of Synovus Bank, and STC is a subsidiary of Synovus Bank. You can obtain more information about SSI and its Registered Representatives by accessing BrokerCheck. Approval of any bank product or service is not contingent upon purchasing insurance from Synovus Bank. Insurance products marketed through Synovus and its affiliated companies are underwritten by insurance companies not affiliated with Synovus. My Money Program © 2021 Synovus Financial Corp. All rights reserved.