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.

Happy Independence Day! 🇺🇸So thankful to live in a free country!
04/07/2024

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

Merry Christmas from Synergy Financial! 🎄
25/12/2022

Merry Christmas from Synergy Financial! 🎄

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