Synergy Asset Management

Estate PlanningFinancial PlanningInsuranceRetirement PlanningTax Planning

Show your love this Valentine’s Day with financial planning

HeartsWe know that financial planning doesn’t sound very romantic, but taking care of your family is one of the most loving things you can do. By planning ahead for your financial future, you can take the worry out of what will happen to your family when you’re gone. This can be done through a variety of different vehicles – life insurance, estate planning, tax planning, retirement planning and more.

If you are a business owner, your need to plan is even more critical. If something should happen to you, or you should become incapacitated, what will happen to your business? Do you have the appropriate buy-sell agreements in place? Do you have key man insurance? Who will take over?

Let’s take a look at an example. Meet Tom Anderson, 56, a successful husband and father of 4. During a routine medical exam, he learns that he has prostate cancer. While his chances of beating the disease are very good, he wants to be sure his family is taken care of. He has health insurance and a permanent life policy already, but he hasn’t planned who will run his business if he isn’t able to, nor has he looked at estate planning. He has lots of decisions to make, and he wants to begin making them now.

Don’t wait until tragedy strikes. Prepare for your family’s future today. You and your family may not want to think about such things now, but later on you will be glad you did. If you’re ready to take the next step, please call us at 206-386-5455 or send us an email to schedule a complimentary consultation. We can help you figure out where you are today versus where you need to be tomorrow.

To your wealth,

President of Synergetic Finance

Joe Maas


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