Your retirement. Your way.

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

Our 3-step

Retirement Journey Process


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


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


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


Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our live events to see how we can help you with your retirement journey.

The Synergy Group

In the Media

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

Watch Our story

Our mission is to enhance the lives of our clients by providing retirement solutions that help add predictability to an unpredictable financial world.

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