Broker Check

What We Do

At Synergy Financial Advisors we believe the combined effects of creating a plan that involves your goals (retirement or otherwise), a thought out and intentional plan toward investment management, sensitivity toward taxes, planning for needed insurances, and making sure your affairs are in order for when you are gone, will better help you accomplish your financial goals than will a strategy that focuses on just one aspect of your financial life.

Planning & Managing Retirement


How do you plan to make your retirement vision a reality? Are you on track?


Will you have adequate income during retirement? Have you factored in:

  • Government benefits (ie: maximizing social security)
  • Employee plans
  • Personal savings and investments

Are you worried about the cost of:

  • Medical care
  • Nursing homecare

Do you understand the impact of inflation and taxes on your retirement savings? Or the impact of an earlier or later retirement age?

Investment Management


Do you have goals in mind but don’t know where to start or how to prioritize them properly?


What should you be invested in and do you know how much risk you will be taking?

Are you concerned about market fluctuations and what you should do when the market takes a dip?

How do you properly diversify your investments to mitigate or lessen your risk?

Tax Planning


Do you have a strategy to minimize federal and state income taxes?


What preferred tax rates are you using?

  • Capital Gains
  • Dividends
  • Other

How well do you understand current tax laws and how they apply to you?

Leaving a Legacy


How will your assets be distributed when you are gone?

Do you have plans in place for incapacity or death?

What purpose do you want your financial legacy to serve?

  • Financial security for family & loved ones
  • Donations to charity
  • Community support
  • Other

Protecting What’s Important


How might unexpected events impact your family’s goals?

What can’t you afford to lose?

Do you have a plan to provide for your dependents in case of death?

How would you replace your income if you became disabled?

Have you prepared for the financial risk of illness or long-term care costs?

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