Synergos Advisory's
Menu of Services and Fees
Foundation |
Momentum |
Destination |
---|
$250 per month On average 12 hours yearly |
$350 per month On average 17 hours yearly |
$450 per month On average 22 hours yearly |
For those starting to build financial resources and who need assistance with savings plans. Your financial plan includes: |
For those who have built a solid financial foundation and are rapidly building wealth. Your financial plan addresses the following: |
For those who have accumulated significant wealth and need assistance with complex planning. Your financial plan addresses the following: |
- Goal setting & envisioning
- Cash flow review
- Budgeting
- Cash reserves review
- Savings strategies
- Roth IRA and Mega Backdoor Roth 401(k) conversion strategies
- Portfolio review, allocation and investment recommendations
- Employee benefits review
- Plan implementation (coaching) with up to 4 meetings per year
|
- Goal setting & envisioning
- Cash flow review
- Budgeting
- Cash reserves review
- Savings strategies
- Roth IRA and Mega Backdoor Roth 401(k) conversion strategies
- Portfolio review, allocation and investment recommendations
- Asset location and tax allocation strategies
- Employee benefits review
- Tax planning scenarios
- Life, disability & long-term care insurance review
- College savings strategies
- Home purchase evaluation
- Plan implementation (coaching) with up to 6 meetings per year including those with your tax and estate planning professionals
|
- Goal setting & envisioning
- Cash flow review
- Budgeting
- Cash reserves review
- Savings strategies
- Roth IRA and Mega Backdoor Roth 401(k) conversion strategies
- Portfolio review, allocation and investment recommendations
- Asset location and tax allocation strategies
- Employee benefits review
- Tax planning scenarios
- Life, disability & long-term care insurance review
- College savings strategies
- Home purchase evaluation
- ISO, RS/RSU, NSO, and ESPP evaluation on financial planning goals
- Business retirement plans
- Gifting strategies
- Plan implementation (coaching) with up to 12 meetings per year including those with your tax and estate planning professionals
|
Schedule Complimentary Consultation