Synergy Financial Group

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Synergy Financial Group

Empowering Clients to Achieve Financial Peace of Mind Feel free to contact us for a free no-obligation consultation.

At Synergy Financial Group.... we take great pride in knowing that we take a very different approach than most of our peers. As an independent financial firm, we are able to offer unbiased advice to our clients, without the pressures associated with corporate agendas, or Wall Street. We work with our clients to help them develop a plan that not only helps them work towards long term financial secu

rity, but also gives them flexibility and stability which allows them to enjoy the journey along the way. We use a comprehensive discovery process in order to identify our clients' wants, needs, goals, and priorities...so that we can develop a plan that will work throughout all phases of their lives. During our planning process we will:

-Assess your current income, assets, liabilities, cash-flow, investments, taxes, insurance, and estate planning needs
-Determine what your primary needs and priorities are
-Identify and shore up any leaks and unnecessary wealth transfers in your current situation
-Establish a plan that will help optimize your overall situation
-Educate you and explain in detail your strategy options
-Help you implement your plan and continually monitor your progress
-Conduct regular reviews to make sure you are on track, and adjust your plan as your circumstances, goals, or the laws change

We are committed to earning your trust by serving you with honesty and integrity. We will strive to help you create a path that gives you financial peace of mind, while managing life's challenges and opportunities along the way.

11/11/2024

Thankful and grateful for all who have served this great country!!🇺🇸🙏

04/07/2024

Happy Independence Day! 🇺🇸So thankful to live in a free country!

25/12/2022

Merry Christmas from Synergy Financial! 🎄

25/12/2020

We wish everyone a blessed holiday season!

11/11/2020

So thankful for all the brave and selfless men and women who have served our country. God Bless you and your families! 🇺🇸🇺🇸

11/09/2020

04/07/2020

Happy Independence Day! 🇺🇸🇺🇸

18/06/2020

Trading (mistaken for prudent investing) can literally be a life or death decision for some folks. It's sad to see this happen. We recommend building a globally diversified portfolio built for a lifetime, not speculating and gambling with your money.

https://www.forbes.com/sites/sergeiklebnikov/2020/06/17/20-year-old-robinhood-customer-commits-suicide-after-seeing-a-730000-negative-balance/?utm_campaign=forbes&utm_source=facebook&utm_medium=social&utm_term=Valerie/

Amid the wave of newcomers to what has become a casino stock market, a novice options trader takes his own life.

25/05/2020

Never forget, the freedoms we have in America came at a great cost. Happy Memorial Day! 🇺🇸🇺🇸

11/03/2020

This is great info! Stay the course and don't panic! This too shall pass!
https://m.youtube.com/watch?feature=youtu.be&v=du1ehAMuy9w

Dave Ramsey Reacts To Potential Stock Market Crash! Get life-changing financial advice anytime, anywhere. Subscribe today: https://www.youtube.com/c/TheDaveR...

27/01/2020

Kobe's helicopter crash was such a sad and tragic event. Prayers for all the families involved. 🙏🙏 Life is short, love and cherish your family every day-and let them know it! ❤️

A few dominating thoughts...

1. I hope they all had made decisions on their eternity before it was too late. I pray you do also.
2. Be sure you own life insurance. 10-20 times income, and at least $250k on non working spouses. Don't make excuses, DO it.
3. Be sure to have a basic estate plan in place. If you don't have one, the gov't has one for you and you probably won't like it.

None of us knows how long we have on this earth. And while these things cannot bring a loved one back, they can sure help the surviving family get through the challenges and grief they will face. Let us know if we can help.
www.Synergy-Financial.com

Synergy Financial Group in Star Tannery are financial advisors with a broad range of products and services, focused on maximizing our clients wealth while minimizing their loss. We advise you with our experience and expertise.

09/01/2020

Thank you to all the law enforcement officers who serve and protect! God Bless You!
www.Synergy-Financial.com

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