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 Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
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College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.