Synergy Wealth Management

Synergy Wealth Management More Than Numbers, It's Your Future • Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

FINRA.org and SIPC.ORG.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Here's some Monday Motivation from your favorite financial advisor. Have a great week, Franklin!
03/24/2025

Here's some Monday Motivation from your favorite financial advisor.

Have a great week, Franklin!

If you need help selecting a life insurance policy that fits your needs, please schedule an appointment. Having life in...
03/21/2025

If you need help selecting a life insurance policy that fits your needs, please schedule an appointment. Having life insurance is a critical component of estate planning.

Understanding how life insurance works and how to shop for a policy can help you find the best coverage to meet your family's needs.

Don't miss this important Medicare deadline!
03/20/2025

Don't miss this important Medicare deadline!

🍀 Don’t get pinched by poor planning—protect your financial future by partnering with me to create a personalized financ...
03/17/2025

🍀 Don’t get pinched by poor planning—protect your financial future by partnering with me to create a personalized financial plan!

With potential changes to tax laws on the horizon, how prepared are you to adapt your trust and estate planning strategi...
03/14/2025

With potential changes to tax laws on the horizon, how prepared are you to adapt your trust and estate planning strategies to minimize tax liabilities and preserve your wealth for future generations?

Here are some considerations for the impact these changes may have on your current plans: https://www.synergywealth.net/blog/the-tax-impact-on-trusts

As always, please reach out and schedule an appointment with our financial advisor if you have questions about your estate plan.

Are you certain you have the right balance between adequate coverage and cost efficiency in your insurance policies? How...
03/07/2025

Are you certain you have the right balance between adequate coverage and cost efficiency in your insurance policies? How do you ensure you’re not over-insuring and hindering your financial goals while still protecting against potential risks?

Please reach out to our financial advisor with any insurance-related questions you may have.

This is how to make sure you are balancing an appropriate amount of risk management with cost to achieve the appropriate amount of insurance coverage.

Address

411 Bridge Street
Franklin, TN
37064

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16155444900

Website

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