Let us be your personal financial planning advisor.
Our Comprehensive Financial Planning service is a process that focuses on your current financial situation and develops a course of action that helps you achieve both your short-term and long-term financial goals. Since every client has unique goals, values, resources and circumstances, our Comprehensive Financial Planning service is very personalized and tailored to your specific situation.
As your personal financial planning advisor, we will meet with you to discuss your goals and objectives, and gather information about your current situation, as well as where you want to be financially in the future. From here, we analyze your financial data and develop strategies and recommendations. After our analysis, we present you with a written financial plan showing your present financial situation and documenting your financial future. We help you carry out your plan, working with your professional advisors such as your accountant, attorney, insurance professionals and business advisors.
While every client, and therefore every financial plan is unique, the following are a few of the main topics that are addressed in a comprehensive financial plan:
- Risk Management (insurance)
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Education/College Planning
- Executive Compensation Planning
- Business Succession Consulting
- Business Continuation Planning
- Small Business Retirement Plans
- Employee Benefits
- Asset Protection Planning (trusts)
- Charitable Giving
With a personal approach that larger firms cannot duplicate, we develop customized solutions and aid you with execution and maintenance. Your individualized comprehensive financial plan will cover multiple aspects of your financial future. Choose Synergy Capital Management as your personal financial planning advisor because when it comes to the financial success of you, your family and your business, your financial planning goals become ours.
