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4860 Cox Road
Suite 200
Glen Allen, VA 23060

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Synergy Wealth Group

(804) 794-8428

 
Timing Your Retirement What You Need to Know About Social Security Retirement Plan Detectives Working With A Financial Professional

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.

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Putting a Price Tag On Your Health

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Being healthy not only makes you feel good, it may also help you financially.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Keeping Good Records is Good Business

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What can be learned from the savings rate?

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One of the most robust findings of behavioral finance is that we tend to fear high-profile, low-probability events while...

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Imagine you’ve been invited to go paragliding. It’s your first time and you’ve bought a top-of-the-line paraglider.

5 Key Financial Steps for Women Business Owners of Color

Women of color have collectively taken an important seat at the table of business ownership. While the number of women-owned businesses in the U.S. grew by 58% from 2007 to 2018, those owned by women of color grew by almost three times that amount (163%) in the same time period.

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It's important to understand the pros and cons when considering a prepaid debit card.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Video: A Time to be Thankful

This Thanksgiving, replace internal fears with external gratitude.

How to Retire Early

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It's easy to let investments accumulate like old receipts in a junk drawer.

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