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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.
Why people hire us?
5 Important Facts
: relating to or concerned with complete systems rather than with individual parts
a (1) : not subject to control by others : self-governing
(2) : not affiliated with a larger controlling unit
expressing or dealing with facts or conditions as perceived without distortion by personal feelings, prejudices, or interpretations
THE SIX AREAS OF PLANNING
The foundation of financial success starts with an understanding of your current financial position. Your...Read more
Investments mean different things to different people. I’d like to clarify that this section is...Read more
Successful risk management planning is about making sure that you are protected against unforeseen events....Read more
There are many strategies available for retirement planning. The right strategies depend on your goals....Read more
People can be too focused on tax savings today and not having a balanced approach...Read more
WILL- Most people use a will to leave instructions about what should happen to their...Read more
Check your advisor’s background on BrokerCheck at FINRA Have they had their license for at...Read more
This book should give you clarity about questions you should ask your financial advisor, and...Read more