FINANCIAL SYNERGISTICS
  • Home
  • WHY US
    • Generations Strong
    • Family Centric
    • Planning Integrity
    • Productive Know-How
    • Circle of Influence
    • Lead by Example
    • Agile Solutions
    • Future Focused
  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
      • Inspired Retirees
      • Multi-Generations
      • Philanthropic Singles
      • Rainmakers
      • Suddenly Single
      • Young Professionals
    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
  • GIVING BACK
  • OUR TEAM
  • CONNECT

A passion for bringing
​all the pieces together.

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As a collaborative partner, Financial Synergistics Group is driven to help you realize a life well lived through:
  • Bringing depth of character and knowledge to your financial picture;
  • Focused attention to the details influencing and impacting your life decisions;
  • Ongoing education supported by credible resources and options; and
  • Trustworthy insights to empower momentum-building choices.

WHY US

Each day we fulfill our vision to help families live with no regrets as a financial advisory firm dedicated to serving clients from the west coast in California and Washington into the heartlands of Texas, Colorado, Pennsylvania, Ohio, Illinois and Michigan to the District of Columbia and the Florida coastlines.
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Planning
​Integrity

Doing what is in your best interests is where we begin. Guiding you to your best life is where we focus. Standing by you is where we shine. 
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Leading By
​Example

We are not just planners, we are doers. You can have trust in our recommendations because we wouldn't propose anything we wouldn't do for ourselves.
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Future
​Focused

Leverage our knowledge and resources that keeps your past and future in mind. We are still serving clients from plans developed 35 years ago.

Pure Perspective 
for Every Stage of ​Your Financial Journey

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BEGINNING
No matter where you are starting in age, assets, or knowledge, allow our expertise to empower your future. 
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ACCUMULATING
It's not this versus that. It's about understanding your opportunity buckets and then navigating to what is in your best interests.
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SUPPLEMENTING
The joy of retirement gained through financial peace of mind realized as a result of the calculated choices you've made. 

Every Step of the Way ... We Are There

​Like fine wine, relationships grow stronger and better over time. We take pride in having clients who have trusted in our expertise and guidance for decades. You are more than a
​client to us,​ you are a friend ... and an extension of the Financial Synergistics' family. 
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Decades of Guidance. Generations Empowered. 
CORPORATE  OFFICE
180 E. Main Street, Suite 206
Tustin, CA 92780
T. 949.329.3408
​F. 949.377.3268
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REGIONAL OFFICE
2911 Turtle Creek Blvd, Suite 300-11a
Dallas, TX 75219
T. 949.329.3406
​F. 949.377.3268​
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  • Home
  • WHY US
    • Generations Strong
    • Family Centric
    • Planning Integrity
    • Productive Know-How
    • Circle of Influence
    • Lead by Example
    • Agile Solutions
    • Future Focused
  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
      • Inspired Retirees
      • Multi-Generations
      • Philanthropic Singles
      • Rainmakers
      • Suddenly Single
      • Young Professionals
    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
  • GIVING BACK
  • OUR TEAM
  • CONNECT