​Changes are on the horizon.

The current estate and gift tax exemption law is scheduled to sunset at the end of 2025. If you are considering making substantial gifts in the future, it’s wise to act before the sunset to take advantage of the higher exemption, while it lasts! Don’t let the sun go down without a plan in place. With our decades of experience and guidance, we are here to help answer your questions.  

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A passion for bringing
​all the pieces together.

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.

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. 

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.

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

BEGINNING

No matter where you are starting in age, assets, or knowledge, allow our expertise to empower your future. 

ACCUMULATING

It's not this versus that. It's about understanding your opportunity buckets and then navigating to what is in your best interests.

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.