Your retirement. Your way.

Let us help you pursue a retirement journey that reflects your unique goals and dreams.

Your retirement. Your way.

Let us help you pursue a retirement journey that reflects your unique goals and dreams.

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Synergy Group

Register for an
educational event

Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more!

July 9
Your Retirement Made Simple: (Single Session) with Roy Laux
6:15 pm |
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Instant Download

The Social Security Decisions

Make the most of Social Security
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle.

In this 16-page guide, you’ll learn:

  • How to optimize Social Security for your situation
  • Why timing is so important when it comes to your benefits
  • Ways to supplement your Social Security income

The Retirement Journey Process

discover

When you schedule a visit, we’ll learn what’s most important to you and review your current financial situation.

Evaluate

Using our Retirement Journey process, we’ll help determine what your retirement course looks like financially.

plan

We’ll help you implement a strategy that reflects your goals — and keeps you on track.

ready to
get started?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.

The Synergy Group

In the Media

You can hear "Laux on Your Retirement" LIVE on several stations!