Use a Financial Planner
For Strategic Financial Planning in Phoenix
A Financial Planner Can Guide Your Path to Financial Security
First, your financial planner in the Phoenix area will start with a strategic plan. Whether you dream of a worry-free retirement, safeguarding your loved ones, traveling the world, or steering your business toward a prosperous future, a financial planner can help you with strategic planning tailored to meet your unique needs as a small business owner.
Determine Your Goals
A Synergy advisor in Phoenix, and Scottsdale can review your objectives and your financial goals. Whether it is paying off your home, retiring comfortably, supporting your children’s education, or traveling the world we can help you plan for how to get there through our financial planning process.
Measure Your Risk Tolerance
A Synergy SMB financial advisor will consider your age, how much risk you should assume, your income potential, your tolerance with risk and other variables to determine a personalized Risk Score.
Assess Your Current Assets with a Financial Planner
Next, a financial advisor can assess your current assets, including things like investment accounts, retirement accounts, savings accounts, and real estate.
Business Valuation
A financial planner can then help you calculate the ballpark value of your business—often your largest asset. This free valuation takes about 40 minutes, and you’ll get a comprehensive 40+ page report that provides an estimate of what your business may sell for. With this assessment, we can have a more holistic picture of where you currently stand and where you aspire to be.
Evaluate the Gap With Your Financial Planner
Now, you and your Phoenix are financial advisor can see where you want to be financially, versus where you currently are. Now that you’re aware of the gap, you & your advisor can create a strategic plan that aims to lessen the gap from where you are now to where you want to be.
Finally, you & your advisor can meet periodically to ensure you are continually aligned with your financial plan and to adjust any changes necessary.
Investment Advisory Services offered through Synergy Asset Management, LLC