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 . . .
Special Needs Planning
For Businesses . . .
Our advisors understand the complexities
of planning for businesses and their
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
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
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 . . .
Planned Giving (creating and/or
Donor Education Seminars
Employee Retirement Plans
and Other Employee Benefits