Learn How To Protect Your Money And Retire Well
Want To Retire Well Synergist wealth management believes retirees should:
1.Know How To Keep Your Money Safe
2.Expect Reasonably Returns
3.Understand Retirernent Doesn't Have to Be Complicated.
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CONSULTATION
SYNERGIST PRIVATE WEALTH
- HEDGED STRATEGIES
- PROTECTED EQUITY
SYNERGIST PRIVATE EQUITY
CERTIFIED EXIT PLANNING ADVISE
PREPARE YOUR BUSINESS FOR SALE
RETIRE WITH CONFIDENCE. RETIRE WELL. LEARN HOW AT ONE OF OUR UPCOMING EVENTS OR GIVE US A CALL. OUR TEAM IS HERE TO HELP.
HELP ME RETIRE WELL
WANT TO ATTEND AN UPCOMING EDUCATIONAL SEMINAR? CALL US TODAY: (305)472-3389
RED OR GREEN?
HOW DO YOU WANT YOUR MONEY TO GROW?
The stock market (red) goes up and down. There might be major swings. That's the nature of It. In contrast, the right kind of annuity (the green), is much more stable. There is steady growth but no loss If you protect your money, you know it is there for you. The "green line' of an annuity shows that, sometimes. slow and steady does win the race.
"SAFE MONEY" EDUCATIONAL SEMINAR WITH GOURMET MEAL
Our team members reserve amazing restaurants to hold our educational retirement seminars. Subsequently, our attendees enjoy a delicious meal while they learn. In our presentation, we discuss strategies for retiring with confidence. In addition, you’ll learn about market conditions as well as how to protect your money.
SYNERGIST WEALTH MANAGEMENT
At Synergist Wealth Management, we don't just help retirees, we help them retire well.
Can your account handle a down market?
The stock market, by definition, goes up and down. As a result, accounts invested in the stock market can drop.
RETIRE WELL
WHAT MAKES US DIFFERENT
Many financial advisors say they care about their clients long-term success. Yet, when was the last time your advisor called you? We believe it’s more important to show it. Besides, you deserve someone who will walk you through your options, step-by-step.
First off, we take the time to make sure you’re fully educated. In addition, we help you to make an informed decision. What’s more, we provide complimentary annual reviews. Also, we offer client appreciation, client education and social events throughout the year.
Many people use the “buy and hold” strategy to accumulate wealth. Because, in these early years, they invest for the long haul. Therefore, they may have a higher risk tolerance.
However, as retirement arrives, their risk tolerance lowers. Market downturns can cause account values to drop.
And so, protecting your principal becomes the new priority. At Synergist Wealth Management, we understand the importance of protecting your money, especially, in retirement. We’ll work with you to help keep your money safe.
Do you have to give up earning a reasonable interest rate in order to protect your principal? In short, “No.”
At Synergist Wealth Management, we offer products that help our clients achieve a reasonable rate of return over time.
After all, we believe that you can have the best of both worlds. Most importantly, you can protect your money. Meanwhile, you can also expect a reasonable rate of return. We’ll show you products that secure your principal. In addition, you can expect reasonable gains.
Your decisions about your money will impact the rest of your life. Will you retire well and with dignity?
Do you have enough to last or might you run out? With these questions in mind, it’s no surprise that many people feel overwhelmed. In addition, retirees are uncertain about what to do once retirement nears (or, arrives).
To that end, Synergist Wealth Management takes the time to educate our clients. Unlike other advisors, we answer your questions. We listen. Moreover, we provide straight-forward solutions. Ultimately, we believe in keeping things simple.
LOOKING FOR A SECOUND OPTION? THEN CALL US!
Here, our team offers educational seminars and one-on-one appointments. We’ll review your current retirement portfolio, examine and explain your current fees, and discuss your options for protecting your accounts in the event of a market dip. Let’s work together to find the right solution for you.