"Providing Peace of Mind In Your Retirement"

CONNECT

Address:

1061 East Main Street Suite 203
Grass Valley, CA 95945

Phone:

Direct: (530) 268-2400,Toll Free: (866) 783-2030

Fax/Other:

(530) 274-1421

Frequently Asked Questions ...


Frequently Asked Questions
Q. Is there a minimum amount of money required to become a client with Synergy Wealth Management?

A. Our typical minimum net liquid assets to work with our advisors is $ 100,000.00, although we are more than happy to consult with anyone needing guidance and direction, regardless of your income or wealth. 

Q. What happens at the financial consultation?

A. Either Mr. Schisler, or a qualified advisor will sit down with you, help you assess your goals, and put a plan into action to help you achieve the goals you have set for yourself, whether that be to:

*  Installing a Managed Money Account to Improve Your Daily   
    Liquid Savings Returns
*  Consolidate / Re-Allocate Your Investment Portfolio
*  Review Your Life, Health, and Long Term Care
    Insurance Planning
*  Begin Savings For a Higher Education Fund
*  Assist You in the Preparation and Management of your                                                       
    Retirement Planning in Advance and During your Retirement
*  Begin a Dialogue With You and Your Family
    Regarding Your Wealth Transfer and Estate Planning  
 
Q. Why should I work with Synergy Wealth Management  
     and Mr. Schisler, and not another firm?

A. Synergy Wealth Management is a smaller, more personalized, independent firm where we pride ourselves in being able to offer a higher level of attention to each client, which they deserve. And since we are independent, we are not committed to any particular investment, or corporate direction, and are thereby able to offer an extensive variety of open ended investment platforms to our clients.   

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck