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Jim Greene
 
Social Security: By the Numbers Women and Retirement 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

Complimentary Consultation

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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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Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

How Income Taxes Work

A quick look at how federal income taxes work.

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Lifetime of Earnings

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Don't Buy The Hype

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

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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