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Jim Greene
 
Social Security: By the Numbers Charitable Giving: Smart from the Heart

 

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Synergy Wealth Alliance, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Our Mission

Read why we feel it is crucial to fully understand what our client needs first.



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Jim Greene

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Kapitza Whitepaper

7 Principles of Long-Term Investing observes the effects of fear, greed, lack of discipline, groupthink, and many other pitfalls that investors experience. These are by no means exhaustive, nor will they guarantee investment success, but we hope that you will find them useful in helping you make investment decisions.

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Forecast

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Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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When Markets React

When markets shift, experienced investors stick to their strategy.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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