Services for Women and Families
At Synergy Financial Services, we are committed to providing comprehensive financial planning, investment solutions, advocacy and guidance, customized for each client’s personal situation.
Women’s Financial Planning
We offer comprenensive planning services for women going through a life-changing transition brought on by the death of a spouse, divorce, job change, or disability. Through education, we enable our clients to understand their options and make informed decisions. Our goal is to help women feel empowered and confident in their financial solutions by having them play an active and informed role in the entire process.
We believe that the best way to serve the finanacial objectives of women is to walk beside them during important decisions that happen throughout their lives.
Our Process Defined
Our complete financial planning and wealth management process starts with an in-depth evaluation of your current financial situation. Once we clearly understand the whole picture and what’s important to you, we then can provide a personally tailored strategy. Our process looks at cash management, risk management, investment planning and retirement planning, all delivered with 29 years of experience and unwavering integrity.
As an Investment Advisor Representative of Lincoln Financial Securities Corporation, we offer strategies in several ways:
~ Fee-only financial planning paid on an hourly basis in exchange for financial advice.
~ Fee-based asset management assessed as a percentage of assets under management in exchange for investment planning and investment management.
~ In certain cases a commission will be assessed for less complex cases based on products purchased.
Comprehensive Financial Services