What We Do

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 company sales managers, corporate agendas, stock holders, or Wall Street. 

We work with our clients to help them develop a holistic plan that not only helps them work towards long term financial security, 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, risk tolerance, and priorities...so that we can develop a plan that will work throughout all phases of their lives. 

We focus this plan with the end goal in mind. Accumulation of Wealth is just one part of a successful plan. Equally, if not more important, are Distribution and Preservation of that Wealth. We specialize in helping our clients develop efficient strategies for MAXIMIZING RETIREMENT INCOME, while MINIMIZING TAX BURDEN along the way. What we've found over the many years of working with clients - their #1 fear is running out of money in retirement. Making it to the top of the financial mountain is great! Our focus is making sure that you also get back down safely, no matter how long that journey might last.  

During our planning process we will:

• Assess your current income, assets, liabilities, cash-flow, investments, taxes, insurances, and estate planning needs.
• Determine what your primary needs and priorities are, as well as what your risks and volatility tolerances are.
• Identify and shore up any leaks, gaps, and unnecessary wealth transfers in your current situation. Being efficient with every dollar you have can make a huge difference in the long term results. 
• Establish a holistic, strategy based plan (not a product driven plan) that will help optimize your overall financial situation, and take you from where you are, to where you want to be.
• Educate you and explain in detail all your strategy options. 
• We help you implement your financial plan and continually monitor your progress along the way.
• When getting closer to retirement, we will build a specific retirement income plan for you which addresses the 6 major risks people face in retirement. This plan will give you the confidence to be able to retire without the worry of running out of money. This is a big deal.  
• We conduct regular reviews to make sure you are on track, and adjust your plan as your circumstances, goals, or the laws change. 
• We offer a lot of financial education for our clients, and encourage them to partake in to as much as they can. We feel an educated client is the best client. Understanding what you are doing and why you are doing it, is very important to us.                                                                                        

In addition to working with individuals, families, and professionals, we also enjoy helping Business Owners with specialized business planning that is focused around helping our clients PAY LESS IN TAXES.

We can assist you by developing solid plans for:

• Retirement Planning
• Profit Sharing
• Tax Planning
• Executive Compensation Plans
• Business Continuation / Exit Planning / Buy-Sell Agreements
• Key Man Insurance
• Specialized Tax Mitigation Planning for higher net worth clients

We will help you develop a unique strategy that fits your business goals and needs. We're glad to work in conjunction with your Accountant or CPA as needed, or can refer one to you if you are in need. 

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. Feel free to contact us for a free no-obligation consultation.