Welcome to Synergy Wealth Group
Synergy Wealth Group is a comprehensive financial services firm committed to helping you improve your long-term financial success. We consider the relationship between the Financial Advisor and the client to be a partnership, where the Financial Advisor can provide customized programs designed to help grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at gregory.moore@lpl.com or call us at 804-794-8428. We look forward to hearing from you.
Helpful Content
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Saving for College 101
Here’s a crash course on saving for college.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!