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When I was a kid

,

When I was a kid, my dad taught me when to reel it in and when it’s time to let go.

Now he’s teaching me about life after work, and how loving means protecting the ones you care for.

This is his legacy to me.

Protecting a loved means being prepared. 

Let us help you gain knowledge and peace of mind.  

Synergy Cares

As a Dementia Society of America host we help those people who are either facing dementia or the loved ones that support them.  We’ve made the commitment to help expand the education DSA provides and offer some pro-bono planning for those that qualify.  Call us today to schedule a no-cost or obligation consultation or to register for an upcoming workshop.  
Download "Start now with 10 ways to love your brain"

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Subscribe to our information list that will send you periodic downloads regarding dementia, Alzheimer’s and the financial tools to prepare yourself.

We are all about client education

We take a very consultative approach with clients and therefore create a lot of education 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 (fee only applies to industry professionals) varies per piece with a minimum of $150 per download.
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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.

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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.