fbpx

Welcome

Schedule Initial Consultation

Schedule Initial Consultation

Learn More About Synergy

Our Values and the 3 Pillars of Our Practice

Confidentiality

Learn More

Standard of Ethics

Learn More

Moral Obligation

Learn More

• • ← →

We help you gain perfect visual clarity to the financial "what-ifs" of life

Click Here to Securely Upload Documents- you must have an account Established already if you don't send an email to clientservices@synergyfinancialsolutions.com
When you're gone would you be proud of the way your spouse lived on

When you're gone would you be proud of the way your spouse lived on

Often we can't control the unforeseen but we can certainly make a responsible effort to explore the "what-ifs" ahead of time.

Often we can't control the unforeseen but we can certainly make a responsible effort to explore the "what-ifs" ahead of time.

Making tax-smart decisions is a complicated and cumbersome process. This analysis helps make it easier.

Making tax-smart decisions is a complicated and cumbersome process. This analysis helps make it easier.

Request Information

With a Spousal Protection Analysis we focus on visualizing the “Critical Income Path” the surviving spouse is likely to have later in life.

Request Information

With an Extended Care Protection Analysis, we focus on visualizing the complexity of assets, income, and responsibility to loved ones.

Request Information

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” — Robert T. Kiyosaki

Learn More About Synergy

Our Values and the 3 Pillars of Our Practice

3 Reports Every Family Should Have Before Making Financial Decisions

Our Managing Partners

Learn more about the foundations of our firm

Confidentiality

Learn More

Standard of Ethics

Learn More

Moral Obligation

Learn More

When you're gone would you be proud of the way your spouse lived on

When you're gone would you be proud of the way your spouse lived on

Request Information
Often we can't control the unforeseen but we can certainly make a responsible effort to explore the "what-ifs" ahead of time.

Often we can't control the unforeseen but we can certainly make a responsible effort to explore the "what-ifs" ahead of time.

Request Information
Making tax-smart decisions is a complicated and cumbersome process. This analysis helps make it easier.

Making tax-smart decisions is a complicated and cumbersome process. This analysis helps make it easier.

Request Information

Our Managing Partners

Managing Partner

Managing Partner

Morgan N. Marx, CFP®, CLTC®, ChFC®

Managing Partner

Managing Partner

Michael A. Schellinger RICP®, CLTC®, NSSA® 

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.