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Have You Checked Your Estate Plan Lately? By Dr Daniel Levine. Aug 30, 2016. Hopefully you already have an estate plan, and if not, you should make this an immediate priority. Though it may be uncomfortable to think about, legal instructions must be clearly stated to direct your personal and financial affairs in case of death or your inability to care for yourself. An estate plan helps you control how your property will be managed when you are no longer able to do so yourself. An executor, trustee, or gu...
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Services | Synergy Financial Management
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Every time the stock market jolts up or down, it is relaying information about expected risk and return. For many people, this jolting action sends a shivering signal down their spine about who they are as an investor. If this market turbulence frightens you, you may find Synergy Financial Management’s (SFM) Lifestyle Protection Planning Process (LPPP) comforting. In short, the LPPP integrates investment management with financial planning. Finding the right combination. We offer three steps for you to co...
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About Us | Synergy Financial Management
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We are an unbiased third party and pride ourselves in providing an objective point of view without the distraction of conflicts of interest. Our goals are aligned with your goals. We strive to achieve a deep understanding of your situation and, through our work together, a mutual respect. Our relationship with you is our first priority and, in our experience, having a strong relationship is fundamental to success. Joseph M. Maas,. CFA, CFP , CLU, ChFC, MSFS, CCIM, CVA, ABAR, CM&AA,. Is an unusual financi...