What We Do

 

At Synergy Financial Advisors we are committed to providing a personalized level of service.  To make that possible we will often ask a number of questions to understand a clients values, goals, and interests.  We will then work with our team of strategic partners in areas such as estate planning and tax to develop customized financial plans.

Follow through is of paramount importance with financial matters.  This is why we schedule regular portfolio reviews with our clients and make ourselves available for questions as they arise.

  Our Services Include

  • Professional Investment Management
  • Investment Recommendations for your 401(k)
  • Education Planning
  • Retirement Income Planning
  • Retirement Plan Managment due to Job Change or Loss
  • Life, Disability, Long Term Care and other Insurance related needs
  • Assistance with Estate and Tax Planning