The Zynergy Difference

 Zynergy Financial Planning is a fee-only service that puts the power in your hands. Many mature adults have had brokers and advisors that continuously try to sell them products that are not necessarily right for them. These salespeople are long on promise and short on delivery. Retirement can be the best time of your life. Let someone help you who works with 50+ adults every day. We understand your unique needs and will help make this special time enjoyable and worry free. We at Zynergy have a strong belief system when it comes to financial planning and investments. Below you will find a list of our beliefs that, if you've worked with a full commissioned broker in the past, you might find refreshing.


Our Beliefs

I. Financial planning is a continuous life-long process focusing on the steps that lead to financial freedom and peace of mind.

II. A financial planner must be independent, objective, holistic, and must yield benefits in excess of the cost.

III. A financial planner should support & accommodate the changes in your life, not just market changes.

IV. Investment is the way to financial freedom, not speculation. Dodging in and out of the latest market craze will only leave you with negative returns and a large brokerage bill. Asset allocation most determines your return, not market timing.

V. A financial planner should educate you about your issues and choices and make specific recommendations that are easy to implement.

VI. A financial planner must continuously update his/her education and knowledge to provide you with the best advice for your situation.

VII. A financial planner should sell no products and accept payments only from clients to avoid any conflict of interest.

VIII. A financial planner must execute work for clients in a timely manner and maintain all information in the strictest confidence.