Welcome to Synergy Wealth Group
Synergy Wealth Group is a comprehensive financial services firm committed to helping you improve your long-term financial success. We consider the relationship between the Financial Advisor and the client to be a partnership, where the Financial Advisor can provide customized programs designed to help grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at gregory.moore@lpl.com or call us at 804-794-8428. We look forward to hearing from you.
Helpful Content
Retirement Seen Through Your Eyes
What's your vision of retirement?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?