Webinars, whitepapers, and more

From retirement-focused books to investment whitepapers, we offer free resources to support your financial future.

ALLWHITEPAPERBOOKS

books

Exit Insight: Getting to Sold

Learn how to gauge the true value of your business and avoid unfortunate surprises when the time comes to sell.

books

401K Insight: Getting to Retired

Learn how a 401(k) plan can reduce your taxes and build your retirement fund. Set achievable financial goals and attain the investment success of “Getting to Retired!”

books

Real Estate Insight: Creating Wealth Through Real Estate Investing

Discover a holistic approach to buying and selling real estate that considers current real estate investment strategies in combination with overall financial future goals.

whitepaper

Climb on, we’ve got you.

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.

WHITEPAPER

Secure your succession: Practice Protection planning guide

We can help you develop a well-documented, robust succession plan, so you stay focused on what matters most: sustaining and growing your practice.

WHITEPAPER

A Business or a Fancy Job?

It is important to create a system that help you make clear and accountable business decisions.

WHITEPAPER

Is Your Business Protected from the “Terrible Ds”

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.

WHITEPAPER

Precision Investing

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.

WHITEPAPER

The Investment Process

5 steps to making better investment decisions.

WHITEPAPER

Feel safe about your retirement plan

Will you really have enough to retire? Help your business clients make better serve their employees.

WHITEPAPER

Your 3(38) Fiduciary Partner

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.

WHITEPAPER

Real Estate Investing

Learn how to hold Real Estate in a self-directed IRA or Qualified plan.

WHITEPAPER

Feel safe about your business

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.

WHITEPAPER

Valuation request form

Thank you for helping us collect the data for your Company’s valuation.  Please review our initial document request list below.  Some items may not pertain to your company, and some items may not be readily available to you.  In such cases, indicate N/A or notify us if other arrangements can be made to obtain the data.

WHITEPAPER

Annuities

A new approach to incorporating fixed annuities and fixed index annuities in a portfolio as an asset class.

WHITEPAPER

Portfolios Built for You

Our fleet of Portfolios help us navigate you through the unpredictable ebbs and flows of the global markets.

Climb on, we’ve got you.

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.

Secure your succession: Practice Protection planning guide

We can help you develop a well-documented, robust succession plan, so you stay focused on what matters most: sustaining and growing your practice.

A Business or a Fancy Job?

It is important to create a system that help you make clear and accountable business decisions.

Is Your Business Protected from the “Terrible Ds”

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.

Precision Investing

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.

The Investment Process

5 steps to making better investment decisions.

Feel safe about your retirement plan

Will you really have enough to retire? Help your business clients make better serve their employees.

Your 3(38) Fiduciary Partner

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.

Real Estate Investing

Learn how to hold Real Estate in a self-directed IRA or Qualified plan.

Feel safe about your business

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.

Valuation request form

Thank you for helping us collect the data for your Company’s valuation.  Please review our initial document request list below.  Some items may not pertain to your company, and some items may not be readily available to you.  In such cases, indicate N/A or notify us if other arrangements can be made to obtain the data.

Annuities

A new approach to incorporating fixed annuities and fixed index annuities in a portfolio as an asset class.

Portfolios Built for You

Our fleet of Portfolios help us navigate you through the unpredictable ebbs and flows of the global markets.

Exit Insight: Getting to Sold

Learn how to gauge the true value of your business and avoid unfortunate surprises when the time comes to sell.

401K Insight: Getting to Retired

Learn how a 401(k) plan can reduce your taxes and build your retirement fund. Set achievable financial goals and attain the investment success of “Getting to Retired!”

Real Estate Insight: Creating Wealth Through Real Estate Investing

Discover a holistic approach to buying and selling real estate that considers current real estate investment strategies in combination with overall financial future goals.

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