Show your love this Valentine’s Day with financial planning
February 11, 2014
We 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…
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…
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…
Free Business Assessment Check-Up
May 11, 2013
At Synergetic Finance, we specialize in helping small to mid-sized firms with their short and long-term financial planning needs, including money management, valuation and consulting, and M&A advisory services and business transactions. We help business…
Six Simple Steps To Get Where You Want To Go
January 20, 2012
We like to think of financial planning as a financial blueprint, a written plan that lays the foundation for your financial future. By building a solid structure with a strong base, we can help you…
Synergy's Pyramid Approach to Financial Planning
January 5, 2012
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…
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…
Your Financial Plan: Road Map to the Future
September 19, 2011
Would you ever begin building a house without architectural plans? Would you ever drive a road to an unknown location with no road maps, directions or a GPS? Hopefully, if you answered “no” to these…