FINANCIAL SYNERGISTICS
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    • Generations Strong
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  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
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      • Multi-Generations
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      • Suddenly Single
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    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
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Generations Strong

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Since 1968, we have forged long-lasting trust and relationships by delivering as promised.

We have watched children grow, their children flourish, and parents and grandparents beam with pride at the blessing of life’s moments and experiences treasured. We have helped companies expand and business owners effectively protect their hard-earned assets while also taking care of their valued employees. 

2022
New website and online resource launches.
2020
​
Became a Registered Investment Advisory firm.  CRD#305267
Inducted into the Forum 400
2019
Opened office in Dallas, TX, and Riley Hudack joins firm. 
Inducted into Million Dollar Round Table
2018
Matt Hudack takes over corporation as successor to Lawrence Parker. 
5 Burroughs Book Club adopted as charitable cause.
1995 - 1996
Matt Hudack serves as Orange County NAIFA President.
1986
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Incorporated as Financial Synergistics Group, Inc.
​Matt Hudack becomes strategic alliance through ManuLife/John Hancock.
​Matt Hudack licensed for life insurance. ​
1969 - 1986
Intentional focus on building an independent network of value-added alliances and partners to serve client needs. ​
1969
First board of directors meeting was held. ​
1968
Financial Synergistics established by Lawrence Parker and a consortium of financial advisors. ​
​Throughout the decades, our criteria has been simple – to seek out individuals, families, and companies with a focus on building their financial confidence in their futures. What has sustained us is our approach in working with those with high morals, positive attitudes, who are goal-oriented and who love their families. Unity in all of these attributes is important to how we conduct business to serve families and corporations with their valued employees.

Our solutions-based way of doing business has stood the test of time, empowering generations through decades of guidance. 
Decades of Guidance. Generations Empowered.®
CORPORATE  OFFICE
180 E. Main Street, Suite 206
Tustin, CA 92780
T. 949.329.3408
​F. 949.377.3268
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REGIONAL OFFICE
2911 Turtle Creek Blvd, Suite 300-11a
Dallas, TX 75219
T. 949.329.3406
​F. 949.377.3268​
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  • Home
  • WHY US
    • Generations Strong
    • Family Centric
    • Pure Perspective Process
    • Planning Integrity
    • Productive Know-How
    • Circle of Influence
    • Lead by Example
    • Agile Solutions
    • Future Focused
  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
      • Inspired Retirees
      • Multi-Generations
      • Philanthropic Singles
      • Rainmakers
      • Suddenly Single
      • Young Professionals
    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
  • GIVING BACK
  • OUR TEAM
  • NEWS
  • CONNECT