Our Services

Synergy Advisory Management Group's total wealth management approach begins with the evaluation of your current financial situation, and establishment of your goals and objectives so that we can assist you in making prudent and appropriate decisions concerning your future financial well being.

Complimentary, No Obligation Initial Consultation.

We invite you to consider working with our firm. Our initial consultation is an informative one hour meeting. At this meeting, you will have an opportunity to evaluate our style and approach and determine whether our firm is a good fit for your needs.

SPECIALTY AREAS INCLUDE:

-Educational workshops on various financial topics.

-Comprehensive Investment Policy Statements

-Retirement, Education, Estate Analysis, Cash Flow, Budgeting,   

-Tax Planning    

-Employee Benefits

-Portfolio and Asset Allocation.

-Stocks, Bonds, CD's,

-Insurance and risk management analysis

-Retirement forecasting/rollovers/distributions

-Long Term Care Insurance

-Separate account management

-Independent Portfolio Review and Evaluation

-Tax-advantaged investments

-Annuities(Traditional, Variable, Index)

-College funding analysis: trusts, 529's, Education IRA's, custodial accounts

 

-Inheritance/Lottery wealth management