Synergy Principal and Investment Advisor John Angelo Flavin Earns Accredited Investment Fiduciary® Designation
November 8, 2013
John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, a Principal and investment advisor with Seattle-based Synergy Financial Management, LLC, has earned the Accredited Investment Fiduciary® (AIF®) designation. Flavin earned the AIF® designation after completing substantial pre-requisites…
Part 1: Top 10 Reasons to Choose Synergy
August 11, 2013
Choosing an investment management firm is a big decision. You want to work with a firm that has a good track record, is trustworthy and that is personable and easy to work with…a firm that has…
Managed Portfolios - Now In Your 401(k)
July 22, 2013
Many people rely on a financial advisor to properly diversify and manage the assets in their IRAs, taxable accounts, and other qualified accounts. Why should it be any different in your company’s 401(k)? Many 401(k)…
Mitigate Portfolio Risk: Balance & Diversification
June 6, 2013
During financial crises like the Dot-Com crash in March 2000 or the 9-11 terrorist attacks, stock prices suffer initially but they eventually recover. If an investor puts 100% of his or her money into stocks,…
