Providing Solid Solutions For a Secure Future
Providing Solid Solutions For a Secure Future
Solid Solutions For a Secure Future
Solid Solutions            For a Secure Future

 

Our Mission 

We realize that every individual, family, and business have their own unique set of circumstances therefore we don't take a one-size-fits-all approach with our clients. We believe in thinking outside of the box, and challenging the conventional wisdom regarding traditional wealth accumulation and wealth distribution strategies. 

 

Our mission is to get to know and understand each of our clients' wants, needs, and goals. We want to help you develop, implement, and monitor a strategy that's specifically designed to address your unique individual situation, and help take you where you want to go.

 

We understand the challenges people face today. From managing debt - to saving for college - to planning for retirement - to estate and legacy needs, and so many things in between. Sometimes it can be overwhelming. 

 

Our passion is educating our clients on how money and wealth work, and ultimately putting them - not the financial institutions or the government, in control of their hard earned money. We custom-design strategies that help our clients reduce or eliminate debt, reduce unnecessary risk, minimize losses, lower future tax liability, and increase their access to capital. We strive to help provide a path for people from all walks of life that gives them financial peace of mind - as they navigate through life and retirement. 

Synergy Financial Group

6421 Wardensville Grade

Star Tannery, VA 22654

 

Phone: (540) 533-6414

Fax: (877) 677-1451

info@synergy-financial.com

 

Or use our contact form.

"So in all things, do unto others as you would have them do unto you..."  Matthew 7:12

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© Synergy Financial Group 2019. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Financial Planning and Advisory Services are offered through LifeTyme Financial Advisors, LLC, a Registered Investment Advisor in the state of Arizona. Insurance products and services are offered through Synergy Financial Group. LifeTyme Financial Advisors, LLC and Synergy Financial Group are not affiliated companies. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.