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.

media-logos-2
media-logo

Synergy Group

Register for an
educational event

 

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

October 21
Virtual Medicare Workshop with Sam Coccia 10/21 @ 7pm
7:00 pm | Zoom
inflation-and-your-retirement

Instant Download

Inflation and Your Retirement

Have you considered inflation’s impact on your retirement?
Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:

  • What causes inflation?
  • Is my retirement at risk?
  • Why is the rate of inflation rising?

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 live event.

The Synergy Group

In the Media

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