Synergy Independent Financial Solutions Information

Synergy is an independent financial planning firm that assists families on all aspects of the "To and Through Retirement Journey." We believe it is incredibly important that families are educated and the goal is always to explore multiple solutions so that the entire family can make a purposeful and intentional decisions. Our experience stems from training other financial planners and insurance agents. We don’t act as an island, we act as a team. We consistently travel to meet with top advisors, we belong to associations, we maintain meticulous data, we hire staff to help communicate with you, we work side by side with other trusted advisors such as CPAs and Attorneys, we believe in C.A.N.I.- Constant And Never-Ending Improvement. PLUS, we are independent meaning we can offer any solution that makes sense. We pour every ounce of effort we have into developing, implementing, and monitoring investment and retirement strategies that will help our clients meet their financial and lifestyle goals. We believe in thinking "outside the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. It”s a rarity that you find both aspects of our involvement with the cutting edge and other advisors and an independent nature. Our combination of licenses, registrations, and special education qualify us to work with all types of investments and retirement strategies. There is virtually no investment vehicle we cannot utilize if the circumstances call for it - simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. In addition, we offer our clients a variety of valuable services including: Comprehensive Financial Lifestyle Planning Legacy, Estate, and Philanthropy Planning Tax Minimization Strategies Risk Management and Asset Protection Enhanced Portfolio Reporting Frequent Communication and Education