Synergy Financial Strategies, Inc.

This Memorial Day, we pause to honor and remember those who have bravely served and sacrificed. Please join us in recognizing those who help make our rights a reality.

Get in the game Ready to score big with your finances? Our team at [FIRM NAME] has the winning play to help you turn your "lazy money" into a power-packed financial strategy!

Even after doing all the research and building up a significant investment portfolio - you STILL wonder what the ultra wealthy do when markets turn chaotic. Is there something you’re missing? Learn about the uncommon (and overlooked) strategies the wealthiest Americans use to tap into volatile markets in this FREE guide.

Can You Harvest the "Fruit" of Volatility? [FREE GUIDE] 3 Hidden Opportunities & 2 Costly Mistakes

When markets turn volatile, do you panic or do you see opportunity? The mega rich use uncommon and advanced strategies to build, maintain, and protect their wealth - even during extreme volatility. Learn how to harvest the “fruit” of volatility like the ultra wealthy in this FREE guide. Check it out!

$250K+ Investor? Handle Volatility Like the Rich [FREE GUIDE] Discover what the ultra rich do in chaotic times.

Facing retirement (or already within the “fragile decade”)? Today’s uncertainty means extra challenges. But it doesn’t have to steal your comfortable retirement away. Learn how to adapt by reading the Retiring in Uncertain Times Guide. (It’s FREE!)

Retiring in Uncertain Times? FREE Guide "Don't" #1 is the biggest mistake many retirees make

Did you know? The wealthiest Americans use uncommon (and often overlooked) strategies to tap into volatile markets. In this FREE guide, learn the investor strategies used by the ultra wealthy to harvest the “fruit” of volatility, and discover how to step into your next phase.

What the Mega Rich Know About Volatility [FREE GUIDE] How to find hidden opportunities (not for average investors)

Retirees (and those retiring soon) are facing extraordinary challenges in these uncertain times. But the crisis and economic downturn don’t have to rob you of your retirement dreams. This FREE guide to retirement contains the essential steps to creating a retirement plan for uncertainty.

Retiring in Uncertain Times? Read This The "dos" and "don'ts" to retiring amid uncertainty

You’ve done your research and already have a significant nest egg - but still can’t help but wonder what the ultra wealthy do when markets turn chaotic. Learn about the uncommon (and often overlooked) strategies the wealthiest Americans use to tap into volatile markets in this FREE guide.

Can You Harvest the "Fruit" of Volatility? [FREE GUIDE] Discover 3 Hidden Opportunities & 2 Costly Mistakes

Concerned about how to retire when the world is so uncertain? Read this FREE guide. Some steps are time sensitive, so it’s critical to take action now. Overwhelmed and need personal advice now? Call (954)-392-9797 to get your questions answered in a complimentary 1-on-1 phone appointment.

Retiring? Safeguarding "Dos" & "Don'ts" The simple steps you can take to help potentially safeguard your retirement

Florida retirees and those facing retirement soon, the current economic worries mean historic levels of uncertainty. To learn how to retire comfortably in uncertain times, please download this FREE guide. Need advice now? I save a few appointments each week — grab one by calling (954)-392-9797.

Retiring in Uncertain Times? FREE Guide 3 "dos" and 2 "don'ts" to retiring amid uncertainty

The SECURE 2.0 Act, signed by President Biden in December 2022, includes dozens of changes to provisions related to tax-advantaged retirement accounts. Among the most important changes is a provision, which took effect Jan. 1 of this year, that delays until age 73 when account holders must start taking required minimum distributions (RMDs) from their 401(k) or IRA. The act also schedules more RMD delays over the next 10 years.

Great opportunity to learn more about RMDs & Taxes. Join us on this educational financial planning webinar.

Good evening, to all the newcomers to Synergy Financial's page. We hope that this post finds you and your family in good health during this pandemic. We are offering a FREE 1st appointment consultation, over the phone, to those of you that want to meet with our agent Mr. Gonzalez, CFP.

For your convenience, we have implemented an online scheduling system where you can access our calendar at any time so, let’s adapt and take advantage of technology to move forward!

Here are 3 easy steps to follow:
1- Click the link to access our calendar: https://calendly.com/synergycfp/consultation
2- Choose date and time
3- ​ Provide your information to receive confirmation and reminders

If you wish to contact us directly, please call our office at 954-392-9797 and we will be more than happy to assist you. Thank you and we hope to hear from you soon!

Greetings from Synergy. We hope that this post finds you and your family in good health during this pandemic. We want to announce to our clients that our meetings are still being accomplished by phone calls, Zoom meetings, and one on one meetings at our office while still following COVID-19 guidelines.

For your convenience, we have implemented an online scheduling system where you can access our calendar at any time so, let’s adapt and take advantage of technology to move forward!

Here are 3 easy steps to follow:
1- Click the link to access our calendar: https://calendly.com/synergycfp/review
2- Choose date and time
3- ​ Provide your information to receive confirmation and reminders

If you still wish to contact us directly, please call our office at 954-392-9797 and we will be more than happy to assist you. Thank you and we hope to hear from you soon!