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DEFINE YOUR FINANCIAL
FUTURE


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

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?

Do you think you are too young to be taken seriously?

 

There is an alternative.

Synergy Financial Planning

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