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 email@example.com or call us at 804-794-8428. We look forward to hearing from you.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
An inside look at how marginal income tax brackets work.
There are things about Social Security that might surprise you.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The decision whether to buy or rent a home may have long-term implications.
An amusing and whimsical look at behavioral finance best practices for investors.
For women, retirement strategy is a long race. It’s helpful to know the route.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.