Guides, Books, and More
From retirement-focused books to investment guides, we offer free resources to support your financial future.
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Book
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.
Book
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!”
Book
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.
Guide
Growing Business Fancy Job
It is important to create a system that help you make clear and accountable business decisions.
Guide
Buying and Selling
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.
Guide
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.
Guide
Real Estate Investing
Learn how to hold Real Estate in a self-directed IRA or Qualified plan.
FORM
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.
Guide
Annuities
A new approach to incorporating fixed annuities and fixed index annuities in a portfolio as an asset class.
Guide
Buying and Selling
The Terrible Ds are Death, Disability, and Divorce. No one likes to talk about these three what-ifs, yet they happen all the time.
Service
Feel Safe about your business
Every time the stock market jolts up or down, it’s relaying information about expected risk and return. For many, this jolting sends a shiver down their spine.
Service
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.
Service
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.
Service
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.
Servic
Portfolios Built for You
Our fleet of Portfolios help us navigate you through the unpredictable ebbs and flows of the global markets.
Service
Feel safe about your retirement plan
Will you really have enough to retire? Help your business clients make better serve their employees.
Service
Feel safe about your portfolio
Every time the stock market jolts up or down, it is relaying information about expected risk and return. For many people, this jolting action sends a shivering signal down their spine about who they are as an investor.
Service
Establishing A Wealth Vision
As a business owner, your business is one of your greatest assets. Its value and risk has to be taken into account when creating your financial plan.
