Firm News

A Warm Welcome to our New Team Members

Please welcome our two new team members, Stephanie Campbell and Rebecca Janacek. We’re thrilled to have these experienced professionals join the Financial Synergies family. Continue reading

We Are Thankful For You (Our Clients)

To our wonderful clients- From all of us here at Financial Synergies, we want to wish you and your family a Happy Thanksgiving! Continue reading

Important: Changes to Your Bond Portfolio

It’s no secret that bonds haven’t exactly been fun to watch lately. Rising interest rates and inflation have taken a bite out of most fixed income portfolios, and most investors are not accustomed to seeing that. Continue reading

Join us in Welcoming George Salinas!

We are thrilled to announce the hiring of our newest Associate Financial Advisor and addition to the Financial Synergies Team – George Salinas! Continue reading

Join us in Welcoming Dane Spencer!

We are thrilled to announce the hiring of our newest Associate Financial Advisor and addition to the Financial Synergies Team – Dane Spencer! Continue reading

Should You Use Fidelity’s BrokerageLink® Option?

If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the BrokerageLink® option is and when it may make sense to take advantage of it. Continue reading

Will Goodson In The News!

Our very own senior financial advisor, Will Goodson, CFP®, recently sat down with a KLTV reporter to discuss the recent round of government stimulus checks. Will discusses how individuals and families can best use these funds for saving and investing, and outlines the key ingredients for long-term financial planning. Continue reading

David Wanja is a CFP®!

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

Financial Synergies Welcomes Rachel Buckhoff!

As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to our growing firm – Rachel Buckhoff. Please join us in welcoming Rachel to the Financial Synergies Team! Continue reading