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We were inspired as an innovative alternative to big banks, insurance firms and other financial institutions. We believe clients have a right to receive dignified and independent advice from an Advisor who’s foremost objective is the clients well-being

Over the years we have helped clients buy homes and businesses, save strategically for major obligations such as college funding and retirement, and control the impact of taxes. We are passionate in pursuing these objectives, and we take great pride in the number of clients who have worked with us ever since the formative years of our independent financial services and advisory practice.

On behalf of Synergy Financial Group, we look forward to the opportunity to meet with you and discuss the role we might play in helping you realize the vision you hold for your family’s future.

Synergy Starter™

STRATEGIC & CUSTOMIZED INVESTMENT STRATEGIES

Synergy 6 in 6™

DETAILED FINANCIAL PLANNING ON ALL SIX AREAS OF PLANNING

The Synergy Way™

CONCIERGE FINANCIAL PLANNING
Can’t remember what the six areas of planning are? Click here for a refresher.

Why people hire us?

5 Important Facts

adjective \ho-‘lis-tik\
: relating to or concerned with complete systems rather than with individual parts
adjective \?in-d?-‘pen-d?nt\
a (1) :  not subject to control by others :  self-governing
(2) :  not affiliated with a larger controlling unit
adjective \?b-‘jek-tiv, äb-\
expressing or dealing with facts or conditions as perceived without distortion by personal feelings, prejudices, or interpretations

THE SIX AREAS OF PLANNING

  • Budgeting & Cash flow

    The foundation of financial success starts with an understanding of your current financial position. Your...

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  • Investments

    Investments mean different things to different people. I’d like to clarify that this section is...

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  • Insurance

    Successful risk management planning is about making sure that you are protected against unforeseen events....

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  • Retirement

    There are many strategies available for retirement planning. The right strategies depend on your goals....

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  • Taxes

    People can be too focused on tax savings today and not having a balanced approach...

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  • Estate

    WILL- Most people use a will to leave instructions about what should happen to their...

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  • Checklist

    Check your advisor’s background on BrokerCheck at FINRA Have they had their license for at...

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  • Book

    This book should give you clarity about questions you should ask your financial advisor, and...

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