Synergy Financial Management, LLC is part of a financial eco-system providing three basic services to business owners: 1) Money Management 2) Valuation and Consulting, and 3) M&A advisory services and business transactions. And two professional services for individuals and trusts: 1) Money Management 2) Comprehensive Financial Planning Synergy helps you integrate your personal financial planning with your business financial planning. Whether you are planning to acquire a business, package and promote your business for sale, or to grow and maximize the value of your business, we can help you. In short, we help you optimize your exit plan. And the best time to start working on your exit plan is the day you open your doors. All business owners want to eventually leave their firms, but many companies are simply not ready for a transfer event. Whether it is by sale, death, divorce, or bequest, eventually you will separate from your business. Please turn to Synergy for professional and caring advice and let us help you navigate the potential pit falls that can destroy the value of your business. Our financial eco-system was formed to help you by providing practical, nuts-and-bolts advice on how to improve your firm's value. Our free Wealth Assessment Check-up is a great starting point for you and us to begin our relationship. After the assessment, and if appropriate, we will be in a position to propose a customize solution tailored to your specific goals and objectives.
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John Cameron, CFP believes that your investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan; we strive to deliver meticulously constructed plans via straightforward advice and personalized service, hallmarks of our approach to business.
The Vancouver, Washington, office was established in 2010 under the leadership of Steven Wood, ChFC. Steve has been affiliated with John Hancock Financial Network (JHFN) since 1997 and is a member of JHFN's Corporate Registered Investment Advisor Program, Steve focuses on retirement readiness. Steve provides uniquely tailored strategies designed and prioritized to address specific client concerns. These may include investment advisory services and life, disability income, and long-term care insurances.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Closed now
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
