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  • Synergy Financial Strategies

    We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.
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  • Synergy Financial Strategies, Inc. proudly serves the South Florida area.

    Since 2011, Synergy Financial Strategies, Inc. has been working with friends and neighbors throughout the greater Miami-Dade, Broward and Palm Beach ] area to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
     Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

    With Synergy Financial Strategies, Inc., helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

    Contact us at Retirement@synergycfp.com or call us at 954-392-9797 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    About Jorge

    Jorge E. Gonzalez, CFP®, founder and CEO of Synergy Financial Strategies is a well-respected financial educator in South Florida. His experience and professional preparation allows him to design a safe financial plan for educators, business owners, professionals, individuals and their families. For 28 years Jorge has been helping clients maximize their financial potential, build wealth and attain peace of mind through sound full individualized custom financial planning. Jorge is a CERTIFIED FINANCIAL PLANNER™ with licenses in life and health insurance and variable products. Click here to read the full bio.
     
    With Synergy Financial Strategies, helping you meet your financial needs is our first priority.

    Market Fluctuations and Economic Uncertainty Challenges

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.

    With Synergy Financial Strategies, Inc., helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
     

    Contact Us Today

    Contact us at Retirement@synergycfp.com or call us at 954-392-9797 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

     

    Synergy Financial Strategies, Inc.. Privacy Policy. Terms & Conditions. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.