Why should I care about exit planning?
May 6, 2014
At Synergetic Finance, we get calls every week from business owners who want to be financially successful, but who don’t necessarily understand why they need an exit plan. That’s one of the reasons I wrote…
Plan for a successful 2014 by looking back
November 23, 2013
The holidays are just around the corner. For some businesses, this is a busy time. For others, things slow down and business owners have the opportunity to evaluate the year behind them while also looking…
Fourth Quarter Financial Planning
October 5, 2013
We are now moving into the fourth quarter of the year. This is a good time to review your third quarter investment results and financial goals and make any needed adjustments. Here are some things…
Six Steps to Successful Financial Planning
September 17, 2013
As a busy business owner, you have a lot on your plate. You have a business to run, employees to manage and a never ending stream of challenges. Sometimes this means that you neglect yourself…
Crafting Your Portfolio
May 6, 2013
As a financial planning and investment management firm, Synergetic Financial Management customizes investment solutions for our clients. It doesn’t matter if they have $50,000 or $500,000 to invest. Each client has different financial goals, time…
In the New Year, look ahead, not behind
January 4, 2013
Happy New Year to all of our friends, family, clients and readers! We hope your year is already off to a good start. Some of us are already thinking about the upcoming tax season, gathering…
Six Steps to Financial Planning
October 28, 2011
To develop an effective financial plan to provide for your future, follow these 6 steps: Identify and prioritize your goals. In other words, what is it you are trying to achieve? Gather quantitative and qualitative…