How can I make sure my money lasts a lifetime?

We’re here to help you feel confident about your retirement journey.

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 during the initial consultation.

Then, using our signature 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.

Wealth Management
IRA/401(k) Rollovers

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
Charitable Giving
Life Insurance

We also can refer you to professionals who provide the following services:

Estate Planning
Tax Planning

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.


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.