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

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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