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
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.