We're making a minor change to many of the Retirement Salary® portfolios, but these changes will not impact all clients in the program. This will depend on your current allocation, funds, and cash reserve needs.
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.
Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more.
Financial Synergies Wealth Advisors is an independent Registered Investment Advisor (RIA). More importantly, we are a Fiduciary - legally and ethically bound to act in the best interests of our clients. Most financial advisors are not fiduciaries.
As a client of Financial Synergies Wealth Advisors, you will now have access to our new mobile app. The mobile app is an abbreviated version of the online client portal. So it doesn't have all the reports or functionality of the full portal.
Financial Synergies Wealth Advisors is thrilled to announce we've been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the third time we've been included.
Okay, so it's really nothing too dramatic, but we've officially changed our company name to Financial Synergies Wealth Advisors, Inc. Rest assured that nothing else about our company has changed.
Well, 2017 is in the history books! Our Q4 2017 Newsletter features articles on the markets, investing, and financial planning. We hope you find them helpful.
We can provide guidance on the type of Medicare plan that clients choose when they are first enrolling in Medicare. We are here to help, so let us serve as a resource on this very important topic.
What it Means to be a Fiduciary