"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

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While the decade of 2000 - 2010 is known as the lost decade when it comes to the investment markets and stock indexes, since December of 1999, our philosophies and resulting actions to planning for everything from our children's higher educations to our retirement have been turned upside down.

If you feel your financial advisor or planner has not kept in touch with you as closely as you desired, or even worse, not managed the assets you placed in his/her care to your expectations, feel free to contact my office either through this e-mail system or by calling the number on this site.

After 29 years of assisting my clients with their comprehensive personal financial affairs from insurance planning and daily investment management, to assisting in planning for retirement, managing assets in retirement, to preparing effective estate planning solutions, I would be more than happy to personally sit down with you on a no obligation basis to help you reivew your current portfolio in whole. Here we help you identify your true current expenses, study the tax impact of your investment turnover on your portoflio, and truly look into the asset allocation of your total portfolio.. and after a thorough review, assist you in undertanding exactly where you are invested, to help you identify if your current planning and portfolio are consistent with your current goals and retirement aspirations, and if your current advisory staff is operting in a fiduciary capability on your behalf.

I look forward to hearing from you and wish you the best.

  • Synergy Wealth Management, LLC
  • 1061 East Main Street Suite 203
    Grass Valley, CA 95945
  • Map and Directions
  • Phone: Direct: (530) 268-2400
    Toll Free: (866) 783-2030
  • Fax: (530) 274-1421
  • www.synergywealth.com

 

 

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