At Synergetic Finance, we take the pyramid approach to financial planning. We start with a foundation that includes important legal documents such as wills and trusts. Building upward from there, we begin the basic financial planning process. We consider your daily living expenses, budget and cash flow, along with emergency funds and appropriate insurance to minimize your risk. Once you have build a strong foundation, we can work on maximizing your core and discretionary portfolios, keeping tax planning, risk tolerance and goals in mind.
Many financial planners use this approach when working with clients. What differs is the type of service you receive, the investments and insurance products the advisor has access to, and the philosophies and methods the advisor employs to help you reach your goals.
At Synergetic Finance, we think of ourselves as a boutique firm, the Nordstrom of investment management. Whether you have a $1 million of net worth or are ready to retire, the Synergetic team can customize and investment plan that meets your needs.