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Stay abreast of the stories and headlines that impact you. Check out the latest news about Synergy Financial Services and other topics of interest.

Next Wednesday, October 25, 2017 at 8:00 pm tune in to PCNC (Pittsburgh Cable News Channel), Night Talk hosted by Ellis Cannon. Jason will be speaking live with Ellis about healthcare and retirement and the options for retirees. We are excited that Jason will be representing Synergy Group on this program.

Are you on track for a secure retirement or in danger of falling short? It’s a tough question to answer when you’re still decades away from retiring. Our financial professional Jason Laux talked with WKBN about guidelines that are designed to help savers stay on track throughout their careers:

  • Age 30 | 1x annual salary
  • Age 35 | 2x annual salary
  • Age 40 | 3x annual salary
  • Age 45 | 4x annual salary
  • Age 50 | 6x annual salary
  • Age 55 | 7x annual salary
  • Age 60 | 8x annual salary
  • Age 67 | 10x annual salary

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The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. (“GFIS”). Synergy Group Inc., GFPC and GFIS are not affiliated entities. One or more individuals at Synergy Group, Inc. are registered as investment adviser representatives of GFPC with certain state securities divisions. The[se] investment adviser representative[s] receive[s] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Synergy Group Inc. clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”). One or more individuals at Synergy Group Inc. are registered representatives of GFIS and receive[s] compensation in exchange for the purchase or sale of securities.

In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure or engaging in certain brokerage services as registered representatives of GFIS, individuals associated with Synergy Group Inc. and the Synergy Group Inc. itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Synergy Group, Inc. and are not endorsed, provided, offered or supervised by GFPC or its affiliates.

This website (and its content within) is hosted and updated solely by Advisors Excel, an independent, third party entity that is not affiliated with or controlled by either GFPC or GFIS. As such, neither GFPC nor GFIS controls this website or is responsible for the views and opinions contained herein. GFPC and GFIS make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and do not recommend or endorse any specific information herein.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC or GFIS. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.