Mike Poole has been helping individuals and families make informed financial decisions since 2009 through education and comprehensive financial planning, creating the lives they love.
Mike Poole founded Synergy Financial with a passion for helping individuals and families gain clarity and confidence in their financial lives. His approach to financial planning is centered on education, thoughtful guidance, and long-term relationships built on trust.
Mike works alongside his wife, Marianne, and together they enjoy life in the Northern Shenandoah Valley with their three dogs.
Managing risk is essential to long-term financial success. We help identify and address risks such as market volatility, inflation, tax exposure, longevity, and unexpected life events.
Through education and thoughtful planning, we help clients implement strategies designed to grow and protect the wealth they’ve worked hard to build.
A well-designed financial plan helps create long-term security and supports the legacy you want to leave for the people who matter most.
We begin with a conversation to learn more about you and determine if we are a good fit to work together. During this meeting we discuss your goals, answer your questions, and explain how our planning process works.
Next, we gather detailed information about your financial situation. This may include reviewing income, assets, liabilities, investments, taxes, insurance coverage, and estate considerations so we can understand your priorities and identify potential opportunities.
Accuracy is essential when building a financial strategy. During this step we review the information gathered and confirm the details to ensure recommendations are based on a clear and accurate financial picture.
Using the information gathered, we develop a comprehensive financial strategy designed to help move you from where you are today toward where you want to be.
Financial planning is an ongoing process. We conduct regular reviews to monitor progress and adjust strategies as your goals, circumstances, and financial conditions evolve.
"So in all things, do unto others as you would have them do unto you..." Matthew 7:12
Phone (540-533-6414
info@synergy-financial.com
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