How We Work
At The Synergy Group, we’re all about helping people like you pursue an ideal retirement. Our team starts by getting to know you and your financial concerns. Then, using our signature four-step Retirement Journey process, we create a financial strategy that addresses your specific needs, focusing on five core categories: income, investments, health care, taxes and estate planning. Finally, we help you stay on track as you implement the strategy, making any necessary adjustments along the way.
Your priorities and the services we offer:
Grow Your Assets
Help boost your retirement income by putting your hard-earned assets to work today.
Protect Your Assets
Preserve the assets that can help you live comfortably in retirement — and care for your family.
Retirement Income Solutions
Asset Protection Strategies
Long-Term Care Solutions
Leave Your Legacy
Support the people and causes that are most important to you.
IRA Legacy Planning
Paying for Education
We also can refer you to professionals who provide the following services:
If you have any attorney needs, please call us. We work with a handful of professionals, including an elder law attorney and general attorneys, that we would be happy to recommend.