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 seminars to learn more about retirement income strategies, wealth management and more...

July 9
Baby Boomer Retirement Class with Roy Laux
(2-Session class – July 9th & July 16th)
6:00 pm | Jefferson Hills Library

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!