Financial Strategies

Synergy Financial Group takes pride in providing innovative financial strategies to our clients. We review our clients’ wills, estate plan/trusts, investments, taxes and insurance. We embrace our role as a fiduciary; always acting within our client’s best interests. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for a care-free retirement and multi-generational wealth.

We offer:

  • Income Planning
  • Risk Management/Insurance Planning
  • Retirement Planning
  • Financial Needs Analysis
  • Analysis of Current Investments
  • Analysis of Present and Future Expenses
  • Tax Planning*
  • Estate Planning*
  • Asset Allocation
  • Asset Protection
  • Investment Management
  • 529 College Planning

Just imagine a complete plan, where all your tax, financial and estate planning needs are addressed in a customized binder. This is your comprehensive wealth management plan. Our comprehensive and coordinated approach ensures that your plan is developed using a holistic view. We have found that many financial services professionals focus on products. Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.

Individual Financial Consulting

Employees want access to a live financial consultant for more choice, confidence and opportunity to build a secure future. Employers want to improve retention, performance and the bottom-line results.

Synergy Financial Group offers dedicated financial strategy professionals. Participants sit down with a licensed professional who conducts an extensive review of their financial profile with custom analysis on a range of financial needs including:

  • Qualified Plans
  • Non-qualified Plans
  • Investment Selection
  • Asset Protection
  • IRA Rollovers
  • Investment Diversification
  • Life Insurance

Count on Synergy Financial Group to guide you to your┬áretirement plan. Contact one of our plan representatives today at 888.200.5954. Or email You’re one step closer to results.

*Synergy Financial Group does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. We will partner with local CPA firms to provide tax services in the event that you do not have your own attorney or tax professional.