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
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Glossary of Scam Terms
A helpful glossary of current scams.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.