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 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. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) JWC/JWCA and Synergy Financial Group are unaffiliated entities.
