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Retirement, helping children or grandchildren with their education, caregiving, improving a home or enjoying travel and leisure pursuits: most of us have multiple financial goals. Deciding what to handle, when and how can be complex. Working together, we can prioritize your needs and develop strategies to help your meet those goals.
Areas of Focus:
Potential tax savings. More efficiently structured debt. Consolidating accounts to potentially reduce fees. A thorough review of your financial situation could result in more money for your dreams and goals. Contact us about creating a financial plan.
Meeting with a financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with Syntegra Private Wealth Group will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps, or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, your should expect to get a sense of what it might be like to work together.