Synergy Insurance Associates

At The Synergy Group, we're all about helping people like you pursue an ideal retirement. Our team starts by getting to know you and your financial concerns. Then, using our Retirement Journey process, we create a financial strategy that addresses your specific needs, focusing on five core categories: income, investments, health care, taxes and estate planning.

Our workshops focus on the financial concerns that many people have about retirement, including having enough money to do what you enjoy, pay for medical care and cover unexpected expenses. Get the information you need to take charge of your retirement journey by registering for a live event listed below!

Use the following resources to budget for your future and stay informed of factors that affect the market. If something's worth doing, it's worth doing right. We believe there's a particular time of life this phrase couldn't be more appropriate - retirement! But how can you know whether you've "got it right" for retirement?

It's not too late to start developing a financial strategy - or get a second opinion on the one you already have. We can help you wherever you are in the process. When you schedule a visit, we'll learn what's most important to you and review your current financial situation. Using our Retirement Journey Process, we'll help determine what your retirement course looks like financially.