Zynergy specializes in helping those individuals, age 50 and older, who are preparing for retirement and want to make certain that their available assets will help them maintain a quality lifestyle throughout their golden years. At Zynergy, you come first. We believe that the only way to serve you is to learn and understand your story; who you are. Only then, using your values, and beliefs will we be able help guide you to the future that is right for you.
Zynergy does not “sell” products or collect any commissions from outside third parties or other financial institutions. This guarantees that the relationship between you and your planner remains in its purest form, without conflicts of interest.
What can we do for you?
At Zynergy, we believe it is impossible to manage only one aspect of your financial life. That is why we are committed to learning about the many facets of you. We develop plans and work with clients in multiple areas of their finances, including investment planning, insurance planning, real estate planning, tax planning, estate planning, and life planning.
Money means something different to everyone. For some it is security, for others it’s success, and still others see it as a means to help their friends and family. We want to know what money means to you. One size does not fit all.
The Zynergy Difference
Zynergy is different than most financial firms for numerous reasons.
* We are one of the only firms in New Jersey that specializes in the unique needs of retirees.
* Zynergy sells no products, allowing us the flexibility to fit the product that is most appropriate to you and your plan, while avoiding conflicts of interest.
* Transparency is paramount at Zynergy. We make sure the understands what they are charged and are comfortable with all steps of the process.
* We make the complex simple. Zynergy advisors spend the time to simplify complex financial jargon into everyday, easy to understand language.
* Zynergy works with anyone who is looking to improve their current financial situation. Due to our multi-level fee schedule, we provide you with the flexibility to take advantage of the service that best meets your needs as well as your budget.
* We are beholden only to the client. We are not happy until you are happy.
Alex’s story is proof of the value that Zynergy can provide:
Alex was 60 years old and living alone in Pennsylvania. His wife had died 2 years prior. Alex lived a relatively simple life, working for the same company and living in the same house since high school. He had two daughters and numerous grandchildren who lived in Virginia. Alex was not sure if he could retire, but was lonely living five hours from his only family.
As we sat for our initial meeting, we discussed everything from his wife’s cooking, to his love of golf, to his desire to see more of his family. When our meeting concluded, he asked me if I wanted some more information, such as his financial records and statements. I told him there would be time for that in the future, my goal today was to get to know him, and I felt that we were off to a good start.
Eventually, after my second meeting with Alex. I embarked on the task of explaining his current financial situation in an organized, easy to read plan. Alex had plenty of assets to retire comfortably. I showed him how he could not only move to Virginia, but also join a golf club he had always admired. One of his dreams was to take his family on a cruise. I showed him how he could take his family on a cruise every year. This was all accomplished with minimal risk in his portfolio and almost no chance of him running out of money.
As we flipped through the pages of the plan I could tell Alex was beginning to realize what was possible in his retirement. He told me, as he fought back tears, that his number one goal was to be with his family. He was so appreciative that I had not only given him the ability to do that, but had also provided some of the comforts he never thought he could afford. I explained that he should not be thanking me, he had earned all of this.
Why are you waiting to accomplish your dreams?
If you would like us to show you how to turn your hopes and dreams into a reality, call us to schedule a free complimentary, no-obligation consultation session so we can help you create the future you’ve earned. It was once said that “a journey of a thousand miles begins with one step”. Isn’t now the right time to take that step? Let Zynergy be your guide on what can truly be one of the best “journeys”
Don't leave your retirement to chance, contact Zynergy today.
Zynergy Financial Planning
331 Newman Springs Road
Building 1, 4th floor, Suite 143
Red Bank, NJ 07701
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Serving Rumson, Little Silver, Fair Haven, Shrewsbury, Atlantic Highlands, Sea Bright, Oceanport, West Branch, Red Bank, Colts Neck, Holmdel, Middletown, Lincroft, Marlboro, Freehold, Wall, Belmar, Spring Lake, Sea Girt, Jackson, Howell, and Sea Girt