As a business owner, this material is extremely valuable because it divulges the information needed to position your business for eventual sale.
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Most books about 401(k)s only provide the facts, and don’t deliver the gems of knowledge and the pearls of wisdom that come from over two decades of prudent counsel and pragmatic experience.
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Our team has created and refined a process that serves financial advisors by optimizing the way they deliver professional money management service to their clients. We call it Advisor Empowerment (AE).
There’s only so much time in a day, a week a year. Focus on what you do best and let us do the rest.
We can help you develop a well-documented, robust succession plan, so you stay focused on what matters most: sustaining and growing your practice.
It is important to create a system that help you make clear and accountable business decisions.
No one likes to talk about these three what-ifs, yet they happen all the time. If you are the co-owner of a valuable business entity (corporation, partnership, or LLC) and one of the Ds happens to you or one of your co-owners, your business could be torpedoed by the courts, the tax man, the heirs, or an angry ex-spouse.
There are two primary investment strategies. One is asset allocation, and the other is focus investing. The dynamic is always the interplay of risk and return.
5 steps to making better investment decisions.
Will you really have enough to retire? Help your business clients make better serve their employees.
As a 3(38) Investment Manager, Synergy Financial Management, LLC help you and your client mitigate fiduciary risk so they can focus their time and effort on running their business, and you can focus on running your business. Partner with us today.
Learn how to hold Real Estate in a self-directed IRA or Qualified plan.
Finding the right combination of business financial planning and personal financial planning while continually monitoring and adjusting your plans as conditions change inevitably leads to your success.
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