Financial Planning Services
Fiduciary Financial Planning Services for your Small to Medium Business in Phoenix
Financial Planning for Business Owners in the Phoenix area
Synergy can help you with financial planning around Phoenix and surrounding areas. Talk to us about our strategic planning, asset protection, tax support, risk management, cash flow planning, investment advice, real estate expertise, business planning, and other services.
Strategic Planning Services
We can review your objectives and where you are now—including a free valuation to get an ballpark value of your business (since it is often your greatest asset) in the Phoenix area. Then, formulate a plan aimed at getting you where you want to be.
Asset Protection
You can learn strategies that can help you to protect your assets and KEEP what’s yours. Our financial planning services in the Phoenix area can help you with managing your wills and trusts, setting up your healthcare directives, defining how your business will continue or deciding whether to sell, setting up charitable legacies, and more.
Tax Support
We can help you determine how to legally shield your assets and income from the government, so more goes to you and your dependents, not to local or state agencies, or the IRS.
Risk Management
Our expertise can also help you to think about and plan for long-term care and disability needs earlier, rather than later, which can help bring you and your loved ones peace of mind.
Cash Flow Financial Planning
You may know how to cash flow your business in the Phoenix area, but you may not know how to cash flow your retirement. Our financial planning services can help you scope out your immediate liquid needs versus longer-term needs.
Investments
Synergy can help you in crafting an investment strategy that aligns with your budget, needs, and risk tolerance as a business owner.
Real Estate
You probably want your real estate to work for you – not the other way around. We can assist you in aligning your Phoenix real estate strategies with your financial goals and connecting you with the right professional services.
Business Financial Planning
Let Synergy assist you in planning your business’s future. As your financial services provider, we’ll help you determine its ballpark value, helping you decide whether to sell, grow, or pass it on. We can even work with you to help you minimize your tax burden so you can make the decision that is right for you with peace of mind.
Disclosure:
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances, as well as the value, marketability, and economic health of the client’s business. Personalized or specialized services, levels of experience, and professional credentials or designations, should not be construed as a guarantee of client satisfaction or any particular outcome. Synergy Asset Management, LLC is not an accounting firm or law firm, and no portion of the content of this site or of the firm’s overall services should be construed as accounting or legal advice. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.