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TRUE INDEPENDENCE

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EXPERIENCE THE DIFFERENCE

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OUR CORE VALUES

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OUR LOCATIONS

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WHO WE ARE



We provide the resources of a large corporation, but with the personal touch of
a small boutique firm.

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WHAT WE DO



We’re more than just a financial service firm. We’re a firm that cares.

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HOW WE SERVE YOU



We empower you to take an active role in managing your finances.

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EMPOWERING YOU

At Synergy Wealth Alliance, we are passionate about our industry and helping
others. We firmly believe that as advisors, our role is not to simply serve
clients, but to do so in a way that educates and empowers them to take an active
role in managing their finances.

Our offices are located in Altamonte Springs, The Villages, Orange City and
Ocala. We welcome you to explore our site, which is filled with educational
videos, articles, slideshows, and calculators designed to help you learn more.
As you search our site, send us a note regarding any questions you may have.
We'll get back to you quickly with a thoughtful answer.

Contact Us



HELPFUL CONTENT


WHAT'S MY 2023 TAX BRACKET?

Check out this handy reference of updated ranges from the IRS in case your
designated bracket has changed.


PASSWORD PROTECTION STRATEGIES

Simple steps may help you foil hackers and protect your privacy.


THE LOWDOWN ON THOSE FREE CREDIT SCORES

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

 * Articles
 * Calculators
 * Videos

RETIREMENT IS A BEGINNING

Key questions to answer when you are considering retirement.

DECIDING WHEN TO TAKE SOCIAL SECURITY

One of the most common questions people ask about Social Security is when they
should start taking benefits.

INTELLECTUAL PROPERTY AND YOUR ESTATE

Do you have intellectual property? Consider how you might include your IP into
your estate strategy in this detailed article.

WHAT'S SO GREAT ABOUT A ROLLOVER?

Making a career move requires tough decisions, not the least of which is what to
do with the funds in your retirement plan.

TIPS FOR INFLATION

If you are concerned about inflation and expect short-term interest rates may
increase, TIPS could be worth considering.

VARIABLE UNIVERSAL LIFE INSURANCE

Variable Universal Life is permanent insurance in which the policyholder directs
how premiums are invested.

VIEW ALL ARTICLES

LIFETIME OF EARNINGS

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

HOW MUCH HOME CAN I AFFORD?

With a few simple inputs you can estimate how much of a mortgage you may be able
to obtain.

WHAT IS MY RISK TOLERANCE?

This questionnaire will help determine your tolerance for investment risk.

WHAT IS MY CURRENT NET WORTH?

Use this calculator to estimate your net worth by adding up your assets and
subtracting your liabilities.

INFLATION & RETIREMENT

Estimate how much income may be needed at retirement to maintain your standard
of living.

HOME MORTGAGE DEDUCTION

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

VIEW ALL CALCULATORS

THE JUNK DRAWER APPROACH TO INVESTING

It's easy to let investments accumulate like old receipts in a junk drawer.

WHEN MARKETS REACT

When markets shift, experienced investors stick to their strategy.

IT MAY BE TIME FOR A FINANCIAL CHECKUP

It’s never a bad time to speak with your financial professional about changes in
your situation.

PERCEPTION VS. REALITY

There’s an alarming difference between perception and reality for current and
future retirees.

MAKING YOUR TAX BRACKET WORK

Have you explored all your options when it comes to managing your taxable
income?

A FRUITFUL RETIREMENT: SOCIAL SECURITY BENEFIT

Taking your Social Security benefits at the right time may help maximize your
benefit.

VIEW ALL VIDEOS

ARTICLES

RETIREMENT IS A BEGINNING

Key questions to answer when you are considering retirement.

DECIDING WHEN TO TAKE SOCIAL SECURITY

One of the most common questions people ask about Social Security is when they
should start taking benefits.

INTELLECTUAL PROPERTY AND YOUR ESTATE

Do you have intellectual property? Consider how you might include your IP into
your estate strategy in this detailed article.

WHAT'S SO GREAT ABOUT A ROLLOVER?

Making a career move requires tough decisions, not the least of which is what to
do with the funds in your retirement plan.

TIPS FOR INFLATION

If you are concerned about inflation and expect short-term interest rates may
increase, TIPS could be worth considering.

VARIABLE UNIVERSAL LIFE INSURANCE

Variable Universal Life is permanent insurance in which the policyholder directs
how premiums are invested.

VIEW ALL ARTICLES

CALCULATORS

LIFETIME OF EARNINGS

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

HOW MUCH HOME CAN I AFFORD?

With a few simple inputs you can estimate how much of a mortgage you may be able
to obtain.

WHAT IS MY RISK TOLERANCE?

This questionnaire will help determine your tolerance for investment risk.

WHAT IS MY CURRENT NET WORTH?

Use this calculator to estimate your net worth by adding up your assets and
subtracting your liabilities.

INFLATION & RETIREMENT

Estimate how much income may be needed at retirement to maintain your standard
of living.

HOME MORTGAGE DEDUCTION

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

VIEW ALL CALCULATORS

VIDEOS

THE JUNK DRAWER APPROACH TO INVESTING

It's easy to let investments accumulate like old receipts in a junk drawer.

WHEN MARKETS REACT

When markets shift, experienced investors stick to their strategy.

IT MAY BE TIME FOR A FINANCIAL CHECKUP

It’s never a bad time to speak with your financial professional about changes in
your situation.

PERCEPTION VS. REALITY

There’s an alarming difference between perception and reality for current and
future retirees.

MAKING YOUR TAX BRACKET WORK

Have you explored all your options when it comes to managing your taxable
income?

A FRUITFUL RETIREMENT: SOCIAL SECURITY BENEFIT

Taking your Social Security benefits at the right time may help maximize your
benefit.

VIEW ALL VIDEOS


GET FINANCIAL NEWS & UPDATES DELIVERED TO YOUR INBOX

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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

Advisors associated with Synergy Wealth Alliance are registered representatives
with, and securities offered through LPL Financial, Member FINRA /SIPC., and may
be either investment advisor representatives of (1) LPL Financial, a registered
investment advisor; or (2) Synergy Investment Management. Investment advice
offered through Synergy Investment Management, a registered investment advisor.
Synergy Investment Management and Synergy Wealth Alliance are separate entities
from LPL Financial.

All investing involves risk including the possible loss of principal. No
strategy assures success or protects against loss.

The LPL Financial representative associated with this website may discuss and/or
transact securities business only with residents of the following states: AL,
AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA,
MI, MN, MS, MO, MT, NV, NH, NJ, NY, NC, ND, OH, OK, PA, TN, TX, VT, VA, WA, WV,
WI.

Important COVID-19 NY EXECUTIVE ORDER

CONTACT

Synergy Wealth Alliance

Office: 321-203-4458

Fax: 321-203-4459

215 N Westmonte Drive

Altamonte Springs, FL 32714

info@synergywealthalliance.com



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