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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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Security benefits checklist
This short checklist can help address your Social Security benefits questions
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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 Miami-Dade, Broward and Palm Beach counties to help meet their financial goals through the use of insurance products. We are an independent financial planning and advisory firm 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.
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.
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.
