In the New Year, look ahead, not behind.

Happy New Year to all of our friends, family, clients and readers! We hope your year is already off to a good start. Some of us are already thinking about the upcoming tax season, gathering our W-2s, 1099s and receipts for tax deductible expenses. At Synergy Financial Management, we suggest you take your financial planning this year to the next level.

Instead of looking at the year behind, we’d like to look at the year ahead to secure your financial success. What are your personal financial goals for this year? How do you plan to meet them? Do you have a written plan with specific steps to achieve your goals like “save $1,000 per month in retirement account A,” or is it more of an informal plan with broad platitudes like “save more money”?

Regardless of how you are starting out the New Year, the experienced Synergy Financial Management team can help you reach your specific financial goals this year. We’ll analyze where you currently are, help you identify your goals, time line and risk factors, and we’ll discuss options that will help you meet your objectives, whether they include saving for retirement, buying a yacht or funding your grandchild’s college education.

Call us today at 206-386-5455 to schedule a complimentary consultation with Synergy Financial Management today. We’d love to start your New Year off right!

To your wealth,

Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergy Financial Management, LLC