CRD Number: 6311083
Current Firm: Garrett Investment Advisors, LLC
Compensation Model: Fee Only
Synergy Financial Planning is a fee-only, fiduciary practice providing financial advice to clients in all stages of their lives, regardless of net worth or investment amounts.
We offer advice and guidance in a broad range of financial planning areas, which include:
* Retirement planning and lifestyle projections
* Spending in retirement
* College funding
* Getting out of debt/Budgeting
* Risk Analysis (Insurance)
* Investment advice and portfolio design
* Tax efficient investing
* Second opinions
* Planning for early retirement
* Financial planning after the loss of a spouse
Springboard Asset Management LLC
Ameriprise Financial Services, Inc.
|Garrett Investment Advisors, LLC||South Glastonbury, CT||Mar 2014 - Current||4|
|Canberra Industries Inc.||Meriden, CT||Jan 2007 - Mar 2017||10|
|Saint Gobain Performance Plastics||Akron, OH||Jan 2005 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management75MILLIONS
Total Number of Accounts305ACCOUNTS
Average Account Value$247,311
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, ND, NY, OH, OR, PA, TX
Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Synergy Financial Planning may offer investment advisory services in the State of Connecticut and in other jurisdictions where exempted.
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