Page 5 - Synergy Brochure 2021
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5
A Financial Planning
Process Built for
Performance
The Synergy Way begins with the classic
TM
foundations of financial planning and enhances
them with perspective for our unique clientele.
TM
Y Current Position
A CURRENT NET WORTH AND CASH FLOW ANALYSIS
Y W Asset Deployment + Investment
STRATEGIC ALIGNMENT OF MARKET AND PRIVATE ASSETS
Financial Independence
G PLANNING FOR CAREER AND GOAL OPTIONALITY
Risk Mitigation
R USE AND MANAGEMENT OF MARKET AND NON-MARKET RISK EXPOSURE
YNE Tax Strategy
LONG-TERM TAX MINIMIZATION PLANNING
Business and Legal Structure
S ASSET TITLING AND PLANNED GIVING STRATEGIES
