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Welcome to Synergy Wealth Management

At Synergy Wealth Management we are passionate about providing you the highest possible level of service.

http://www.synergywealth.net/

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At Synergy Wealth Management we are passionate about providing you the highest possible level of service.
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Welcome to Synergy Wealth Management | synergywealth.net Reviews

https://synergywealth.net

At Synergy Wealth Management we are passionate about providing you the highest possible level of service.

INTERNAL PAGES

synergywealth.net synergywealth.net
1

Money | Synergy Wealth Management

http://www.synergywealth.net/resource-center/money

Scott Swander - TN/AR. Mary L. Yoder, CFP - TN. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. Your Cash Flow Statement.

2

Services | Synergy Wealth Management

http://www.synergywealth.net/p/services

Scott Swander - TN/AR. Mary L. Yoder, CFP - TN. Risk Management and Insurance. Managing financial risk is the core of contingency planning. To help ensure that our clients are well-prepared for the unexpected – such as accidents, illness or disability – we evaluate existing risk management strategies and, as needed, suggest insurance products for life, disability and long-term care coverage. Tax and Estate Planning. Another important aspect of our role is assisting clients’ families with communicat...

3

Tax | Synergy Wealth Management

http://www.synergywealth.net/resource-center/tax

Scott Swander - TN/AR. Mary L. Yoder, CFP - TN. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all your options when it comes to managing your taxable income? The Facts About Income Tax. When your child ...

4

Wealth Management Consultative Process

http://www.synergywealth.net/p/wealth-management-consultative-process

Scott Swander - TN/AR. Mary L. Yoder, CFP - TN. Wealth Management Consultative Process. CLICK TO DOWNLOAD THE PDF VERSION. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Securities America, Inc. Member  FINRA. Series 7, 24, 63, 65, 66.

5

FAQ

http://www.synergywealth.net/p/faq

Scott Swander - TN/AR. Mary L. Yoder, CFP - TN. 1 How do I begin? Meet with a financial planner to discuss your goals and needs. From there, a solid plan can start you off in the right direction. 2 Will I outlive my money? 3 Is my will good enough or should I establish a trust? This can get complicated with all the legal ins and outs. Meet with a planner and ask questions. The last thing you want to happen after your death is to complicate your estate for your loved ones to manage. Many times this is wha...

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Steven D. Schisler, Principal and Senior Advisor. 1061 East Main Street Suite 203. Toll Free (866) 783- 2030. Balance, Character, Moral Value. Frequently Asked Questions . Synergy Awareness Outreach Program. Markets at a Glance. Steven D. Schisler, Principal and Senior Advisor. Steven D. Schisler, Principal and Senior Advisor. Welcome to our firm, Synergy Wealth Management LLC. We’re here to help educate you about the basic concepts of financial management through our research reports and web semin...

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Scott Swander - TN/AR. Scott Daniel - AR. Mary L. Yoder, CFP - TN. Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. What are your options for investing in emerging markets? Global and International Funds. Investors seeking world investments can choose between global and international funds. What's the difference? Are Alternative Investments Right for You? We encourage you to share your opinions, request explanations ...

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Please pardon our progress. Our site is currently under construction. For more information, feel free to contact us at:. 225-939-0531 or charles@synergywealthadv.com. Securities offered through First Clearing, LLC Member FINRA and SIPC. SYNERGY Wealth Advisors, LLC is a Registered Investment Advisor. Charles Jantzi, CFP is an Investment Advisor Representative.

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Home | Synergy Wealth Group

Glen Allen, VA 23060. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Welcome to Synergy Wealth Group. Retir...

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