DOER Financial Planning

DOER Financial Planning As a Certified Financial Planner™ practitioner, I provide a comprehensive goal-based strategy to address all aspects of your finances. CRN202511-334977

Whether you are a small business or an individual, I can assist you in the following areas:

• Retirement Planning (401k, IRA, ROTH, etc.)
• Education Planning (529 plans, College funding, etc.)
• Investment Planning (Custom portfolio design based on your risk
tolerance and investment objective)
• Risk Management (Life insurance, Disability insurance, Long-term
care insurance,

Buy/Sell Agreement Funding, etc.)
• Cash Flow Management (Budgeting, Savings, etc.)
• Fee-based Financial Planning (Includes a comprehensive financial
plan that covers all above mentioned services)

Licenses and disclosures: https://www.synergywealthsolutions.com/licenses.

07/17/2026

Markets rallied in Q2 as AI momentum returned, investor confidence improved, and the economy remained resilient. Curious what drove the rebound and what key trends may be worth watching now? Check out our latest Quarterly Update for key takeaways from the quarter.

Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headline...
07/15/2026

Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headlines and explores the economic and market forces shaping today's investment environment.

Click here to register: https://bit.ly/4wauyC4

The start of summer is a great time to review your family’s financial protection. Let’s help make sure your hard work an...
07/14/2026

The start of summer is a great time to review your family’s financial protection. Let’s help make sure your hard work and loved ones are protected.

07/13/2026

US equities posted a second straight week of gains, led by a rebound in technology and semiconductor stocks and strength in energy shares. Treasury yields moved higher as rising oil prices renewed inflation concerns. Oil prices were volatile, initially falling on Saudi Arabia’s price cuts before surging amid escalating US-Iran tensions. Learn more with this week’s market perspective.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to ...
07/09/2026

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to check in on spending. Here are some simple ways to manage summer costs, and I’m here for support whenever you need it.

07/09/2026

Click to see long-term care costs by state and care type, and find out how your area compares to the rest of the nation: http:/ltccostsmmdba.hvsfinancial.com

Ever avoid a money decision because you didn’t want to “mess it up”? You’re not alone. 45% of women say fear of a money...
07/08/2026

Ever avoid a money decision because you didn’t want to “mess it up”? You’re not alone. 45% of women say fear of a money mistake holds them back, but I’m here to help you plan with confidence.

Source: 2025 MassMutual Women’s Financial Confidence Study

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest ...
07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

Address

16150 Main Circle Drive, Suite 400
Chesterfield, MO
63017

Telephone

+13145484820

Website

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