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Virtual planning is not new to us


We have been working with clients all over the country for years and are ready to help you 


PROVIDING FEE-ONLY AND FIDUCIARY
FINANCIAL PLANNING IN  CONNECTICUT AND BEYOND.

Are you looking to partner with a fiduciary financial planner who will put your best interests first? 

Are you uncomfortable buying products that carry commissions?

Do you not meet the minimums or don't want to pay a percentage of your assets to get advice?

Do you find the entire subject of financial planning too complex or intimidating?


There is a solution!

Synergy Financial Planning

Provides financial advice to clients in all stages of life, regardless of net worth or investment amounts.

Get started