Strategies for
Strategies for
Strategies
for 
For
Individuals . . .
Our advisors utilize a comprehensive,
in-depth financial planning approach
to ensure that our client’s financial
outlook is secure for themselves and
their famililes. Some of the services
we offer . . .
Portfolio Management
Retirement Planning
Estate Planning
Special Needs Planning
Insurance Planning
Lending Programs
For Businesses . . .
Our advisors understand the complexities
of planning for businesses and their
owners.
It is quite difficult and often impractical to separate
the entity from the family planning process. Our advisors have a great
deal of experience working with business owners and are well equipped to analyze
the financial picture as a whole. Some
aspects that are considered . . .
Cash Flow Management
Retirement Plans
Liability Management
Portfolio Management
Succession Planning
Health Insurance
Employee Benefits
For Nonprofit . . .
Today’s political and economic climate presents many challenges for non-profit
organizations. Our advisors are keenly aware of these challenges and uniquely
equipped
to help guide organizations forward through these difficult times. Synergy
Wealth Strategies provides a multi-faceted approach geared toward minimizing current expenses,
optimizing employee retention, improving current cash flow, and working towards
building a funding base for the future. Some of the services we provide . . .
Fiduciary Audits
Endowment Management
Planned Giving (creating and/or
coordinating campaigns)
Donor Education Seminars
Cash Management
Portfolio Management
Employee Retirement Plans
Health Insurance
and Other Employee Benefits
