Joe Maas shares his financial expertise
January 20, 2014
Joe Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP, the principal at Synergetic Finance in Seattle, is an industry expert in a variety of areas, including everything from 401(k) plans and SEPs…
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…
Fiduciary ResponsibilityFinancial ManagementFinancial PlanningInvestment ManagementPlan AdministrationRetirement Planning
What is Your Fiduciary Responsibility as Plan Administrator?
June 17, 2013
It can be very beneficial for a business owner to set up a 401(k) plan to reward employees, as well as be able to help employees save money for retirement. Also, when adding a profit…