Synergy Insurance Associates

At Synergy Group, we understand that retirement planning can be a daunting task for many Americans. With so much information available and varying perspectives on what it takes to retire securely, it can be challenging to determine the right course of action. That's where we come in.

As a trusted financial services provider, we are committed to helping our clients navigate the complex world of retirement planning. We believe that every individual's retirement journey is unique, and our goal is to help you pursue a retirement that reflects your unique goals and dreams.

Our experienced team of financial professionals is dedicated to providing personalized service and tailored financial solutions to help you achieve your retirement goals. We understand that every client has a different financial situation and risk tolerance, and we strive to create a plan that is customized to your needs.

Our Services

At Synergy Group, we offer a range of services to help our clients prepare for retirement. These services include:

• Retirement Income Strategies: We help our clients create a retirement income plan that is designed to last their lifetime, taking into account their income needs, sources of income, and risk tolerance.
• Wealth Management: Our wealth management services are designed to help clients grow and protect their assets, providing guidance on investment strategies, portfolio diversification, and asset allocation.
• Social Security Optimization: We help our clients make the most of their Social Security benefits by understanding when to claim and how to maximize their benefits.
• Estate Planning: We provide guidance on estate planning strategies, including wills, trusts, and powers of attorney, to help our clients protect their assets and legacy.
• Tax Planning: Our tax planning services are designed to help our clients minimize their tax liability, ensuring that they keep more of their hard-earned money.
• Risk Management: We help our clients manage risk through insurance solutions, including life, long-term care, and disability insurance.

The Retirement Journey Process

At Synergy Group, we follow a proven process to help our clients achieve their retirement goals. When you schedule a visit with us, we'll take the time to learn what's most important to you and review your current financial situation. Using our Retirement Journey process, we'll help determine what your retirement course looks like financially. We'll help you implement a strategy that reflects your goals - and keeps you on track.

Our process includes:

1. Discovery: We'll take the time to learn about your unique retirement goals, financial situation, and risk tolerance.

2. Analysis: We'll analyze your current financial situation, taking into account your income, expenses, assets, and liabilities.

3. Strategy Development: We'll develop a customized retirement strategy that reflects your retirement goals, taking into account your income needs, asset allocation, and risk management.

4. Implementation: We'll help you implement your retirement strategy, including investment recommendations, tax planning, and risk management.

5. Ongoing Management: We'll provide ongoing management of your retirement strategy, ensuring that it stays aligned with your goals and evolves as your needs change.

The Synergy Group In the Media

At Synergy Group, we're dedicated to providing educational resources and guidance to help Americans prepare for retirement. You can hear "Laux on Your Retirement" LIVE on several stations! Tune in to our show to learn more about retirement income strategies, wealth management, and more.

We're also proud to offer a range of informational resources on our website, including white papers, e-books, and blog posts. Our goal is to provide you with the information and tools you need to make informed decisions about your retirement planning journey.

Ready to Get Started?

If you're ready to start your retirement planning journey, we're here to help. Contact us today to schedule a meeting or register for an upcoming event. We look forward to helping you pursue a retirement that reflects your unique goals and dreams.