As a full-service wealth management firm, we provide services for our clients beyond financial planning and investment management. Often times we will assist clients with their banking needs, including loans and lines of credit. Continue reading
Join us in congratulating David Wanja on officially becoming a CERTIFIED FINANCIAL PLANNER™ practitioner! David completed the education requirements, passed the exam, and recently met the experience mandate allowing him to use the CFP® marks. Continue reading
Congratulations to our very own Bryan Zschiesche! He was named to Investopedia’s 100 Top Financial Advisors of 2020. Continue reading
Please join us in welcoming four new team members to the Financial Synergies family! Our apologies for just now announcing David Wanja, who actually joined us quite a while ago. We got a little sidetracked with the COVID craziness. Continue reading
Join us in congratulating Brock Hedgecoke on officially becoming a CERTIFIED FINANCIAL PLANNER™ practitioner! Brock completed the education requirements and passed the exam some time ago, but just recently met the experience mandate allowing him to use the CFP® marks. Continue reading
As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to the team – Brock Hedgecoke. Please join us in welcoming Brock to the Financial Synergies Team! Continue reading
As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to the team – Steven Ha. Please join us in welcoming Steven to the Financial Synergies Team! Continue reading
As many of you know, Will Goodson is not only one of our lead financial advisors, but also our “Social Security Expert.” And recently he’s taken his knowledge of this complex subject to the next level by attaining the National Social Security Advisors (NSSA®) designation. Continue reading
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen your pencil for a few important lessons before heading back into the investing classroom to tackle the issue. Continue reading
Below you’ll find our 2nd Quarter 2018 Newsletter, which includes articles on the economy, markets, and financial planning topics. We hope you find them helpful and informative. Hopefully you are enjoying your summer! Continue reading