Building Financial Success:
Top 10 Financial Planning Considerations for STEM Professionals
Get our free eGuide
Skip to main content
menu
  • Home
  • About
  • Investments
  • Resources
    • Top 10 Financial Planning Considerations
    • Blog
    • Videos
    • Financial Calculators
    • OutFlo
  • Fees
  • Contact
  • Portal
    • RightCapital
    • Betterment
    • Schwab
  • Planning Process

Blog

David Uhlmann | May 11, 2022

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
Read More
David Uhlmann | May 4, 2022

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
Read More
David Uhlmann | Apr 27, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
David Uhlmann | Apr 25, 2022

The Value of Dollar Cost Averaging

Finance
Investments
It has been argued that the best way to invest in the stock market is with a lump sum of capital that can be properly diversified across several asset classes
Read More
David Uhlmann | Apr 20, 2022

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
Read More
David Uhlmann | Apr 13, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
David Uhlmann | Apr 6, 2022

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More
David Uhlmann | Mar 30, 2022

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Read More
David Uhlmann | Mar 23, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
David Uhlmann | Mar 16, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
Read More
David Uhlmann | Mar 9, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
David Uhlmann | Mar 7, 2022

Investors Beware: The Media Noise can be Deafening

Finance
Investments
Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Current page 4
  • Page 5
  • Page 6
  • Next page Next ›
  • Last page Last »

Synergos Advisory LLC

Direct: 206-800-8056
plannow@synergosadvice.com

 

Lake Union Building
1700 Westlake Ave N Suite 200
Seattle, WA 98109

 

Bellevue
800 Bellevue Way NE
Bellevue, WA 98004

 

Redmond
8201 164th Ave NE
Redmond, WA 98052

 

Mailing Address
508 Yale Avenue North PMB 363
Seattle, WA 98109

Synergos Advisory LLC (“Synergos”) doing business as Synergos Advisory is a registered investment advisor offering advisory services in the State of Washington and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Synergos Advisory LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Synergos does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Synergos be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Synergos or a Synergos authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Synergos Advisory LLC is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. Synergos Advisory LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Synergos Advisory LLC’s web site or incorporated herein, and takes no responsibility thereof.
*The Betterment for Advisor platform charges a percentage asset under management fee which can range from 0.18% to 0.20% annually.  The fee is discounted by 20% from the regular, retail platform and offered only through registered investment advisers. Synergos Advisory LLC does not receive any compensation or referral fees from Betterment for Advisors.
**Depending on the client needs and desires for estate planning document review, preparation, or updates, Synergos Advisory LLC (“Synergos”) will engage with Trust & Will, a third-party scrivener service, or estate planning attorneys. Synergos does not provide legal advice.

 

Privacy Policy & Disclaimer
Form ADV Part 2A

 

© 2023 Synergos Advisory LLC All rights reserved.