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Synergy Financial is a Registered Financial Advisor that specializes in building an investment strategy with specific goals to meet our client’s stated objectives. Included in the plan is a full analysis of your current financial standing, structure, and diversification issues with your current assets and investments. A personalized risk assessment is made for each client based on individual risk tolerance, current investments, goals, and time horizons. A sound financial plan is then completed with specific goals to meet the client’s stated objectives. In conjunction with a financial and investment plan, we will discuss the importance of a full estate plan that might include wills, trusts, health directives, powers of attorney, and insurance products. As an independent investment advisor we will not peddle proprietary investment vehicles that are pushed by the large investment companies. We are free to choose from the full array of investment vehicles that may be best suited to your needs. Educating our clients is one of our key goals to help the client feel at ease with the decisions that are set in place. |