fbpx
Menu

Education

park-g55b280edf_640

10 Steps for Creating a Smart End-of-Life Plan

,

Planning for the end of life can feel uncomfortable, but preparing as much as possible and discussing these items with your family can make all the difference. It can help ease your concerns about the future, ensure your wishes are met, and protect the people you love.- Schedule a meeting if you need help

Juanita Flechsing – The Living Benefits of Life Insurance

,

Mark and Juanita Flechsing were high-school sweethearts who had the good fortune of turning that young love into a strong marriage. Mark worked hard on Alaska’s North Slope oil fields, gone for weeks at a time,while Juanita worked full-time back home in Wasilla. As they looked forward to raising a family, they knew they wanted […]

roll of american dollar banknotes tightened with band

17 Things You Need to Know About the New Stimulus Package

,

The goal of this bill is to continue to offer assistance to businesses struggling during the COVID-19 pandemic, provide extra unemployment benefits to those unable to find work, and to stimulate an economy that has persevered through much volatility over the past 10 months.

Here are 17 takeaways from the new legislation that you should know:

Load More

Back To Top

Location

Please call or email our office for the location nearest you! As nationally recognized experts our firm and/or our managing partners are able to serve residents of AL, AZ, AR, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, ME, MA, MD, MI, MO, MS, NV, NH, NJ, NM, NY, NC, ND, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WV, WI, and WY. If you are coming to us by referral and are a resident of a state not listed, please bring that to our attention.

Main Phone Line
713-861-4017

Privacy Policy

Copyright © Synergy, All Rights Reserved
Check the background of your financial professional on FINRA's BrokerCheck We are all about client education We take a very consultative approach with clients and therefore create a lot of educational content for client use. In fairness, we often offer this to the general public for free and openly have conversations about the material within in many settings. If an industry professional wishes to use our copywritten content we ask that they obtain written permission and pay for any downloads, regardless of use. The fee for industry professionals varies per piece with a minimum of $150 per download.