Financial Solutions | Synthesis Wealth Planning

Financial Solutions

Wealth Stewardship

Portfolio design and management
Brokerage Accounts
Traditional and Roth IRAs
529 College Savings Accounts and Educational Savings Accounts
SEP IRAs
SIMPLE IRAs

Employer Sponsored Retirement Plans (401(k)s, 403(b)s, Profit Sharing Plans)
Deferred Compensation plans
Variable, Fixed and Equity Indexed Annuities
Common/Preferred Stocks
Corporate and Municipal Bonds
Structured Products, Unit Investment Trusts and REITs

Wealth Enhancement

Retirement Projections and Stress Testing
Cash Flow and Goal Planning
College Education Planning
LGBTQ+ Topics

Tax Mitigation Strategies
Social Security and Medicare Strategies
Post-Divorce Planning

Wealth Protection

Disability Income Insurance
Whole Life, Index UL, and Term Life Insurance

Long-term Care Insurance and Hybrid Policies
Medicare Planning Solutions

Wealth Transfer Planning

Estate Planning
Planning for Incapacity
Annual Gifting Strategies

Charitable Planned Giving
Business Succession
Asset Protection Strategies

Charitable Giving

Donor Advised Funds
Charitable Remainder Trusts

Planned Giving Strategies
Qualified Charitable Distributions

Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

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What Is My Net Worth?

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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