“The purpose of our firm is to help you grow and preserve your wealth. Ultimately, that is the measure of our success.”
- David Ingle, Investment Adviser Representative
Achieving the retirement you want requires a well-thought-out savings plan and a custom retirement strategy that helps preserve and grow your nest egg.
At Synergistic Wealth Management, we’re used to working with retirees and pre-retirees. We understand that people approaching retirement need personalized financial options to protect assets, generate income and build confidence. Our team of financial advisors and insurance professionals can help you determine if certain retirement income strategies might be right for you, including annuities, life insurance, long-term care insurance and other financial products.
There’s nothing we enjoy more than hearing our clients go from asking, “Will we have enough money in retirement?” to confidently stating, “We’re going to make it” (or: “We have made it!”) It’s tremendously satisfying to see the people we work with shed their misconceptions and see that a successful financial journey is possible.