Synergy Group

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.