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Synergy Wealth Advisors LLC

Founded in 2003, Synergist Wealth Advisors LLC is an independent, private wealth advisory firm that combines the high service standards of a multi‐family office with the investment expertise and operational excellence of a global institution. Synergist Wealth Advisors LLC provides a full suite of planning and advisory services in addition to investment management and consulting. Today, we work with a select group of individuals, executives & families. Services include advising on trusts, estates, private foundations, retirement, investment strategies, family governance and related business as appropriate. We offer sophisticated comprehensive wealth planning consistent with a client’s life and financial goals and overall financial & tax status.

3 Mistakes People Make When Planning For Retirement. Avoid Making Common Mistakes in Retirement Plans: Learn Common Mistakes to Avoid Paula de Vos, a Certified Financial Planner® professional and President of Synergist Wealth Advisors LLC for more than 15 years, has seen people make multiple mistakes when planning for retirement.

3 Mistakes People Make When Planning For Retirement

According to Bankrate’s Financial Literacy survey, one in five people expect to work until they die simply because they are not properly planning for retirement. Paula de Vos of Synergist Wealth Advisors LLC on Disruptive Trends in Wealth Management. San Francisco, CA – Wealth management is undoubtedly a key sector in the financial services industry.

Paula de Vos of Synergist Wealth Advisors LLC on Disruptive Trends in Wealth Management

The sector is undergoing considerable changes as new disruptive trends are taking shape: digital transformation and customer experience. According to Paula de Vos of Synergist Wealth Advisors LLC, players in the sector need to keep up with the rapid market innovation and client demands. Thus, it is vital to embrace new technological solutions to enhance the quality of services. The Ins and Outs of Reverse Mortgages.

Unlike conventional "forward" mortgages, where you make a monthly payment to the lender, a reverse mortgage lender issues you money that is generally not taxable and does not affect Social Security or Medicare benefits.

The Ins and Outs of Reverse Mortgages

"For a person 62 years of age or older who wants to utilize his home to supplement cash flow and doesn't have to worry about budgeting to pay it back, it's a pretty interesting product," says Bob Walters, chief economist at Quicken Loans in Livonia, Mich. But before rushing out to apply for a reverse mortgage, be aware that this type of loan has several downsides. Closing costs and fees can be steep, and if you are thinking about leaving your home in two to three years, this is not a financially prudent way to extract money from your home.

In that case, a home equity loan is likely a cheaper option. _____________________________________More Stories From Reverse mortgage typesHomeowners can choose from three types of reverse mortgages: Benefits of Having a Trust in Place. Synergist Wealth Advisors Recommends People Have Estate Planning Documents in Place and These Are a Few of The Key Reasons Why Paula de Vos CFP®, President of Synergist Wealth Advisors LLC, recommends that people who wish to control their destiny should have important, relevant health & estate documents inplace: Will or TrustDurable Power of AttorneyHealthcare Power of AttorneyLiving Will or Health Care DirectivesHIPAA AuthorizationGuardianship Designation (if you have children) The unprecedented Covid-19 pandemic has drawn our attention to the importance of having documents at the ready so your wishes are followed.

Benefits of Having a Trust in Place

There are many benefits to having your estate planning documents in order, which is why financial experts and estate planning attorneys strongly recommend it. Ensure Your Assets Are Distributed The Way You Want Leo Tolstoy wrote, “All happy families resemble one another, but each unhappy family is unhappy in its own way.” Synergist Wealth Advisors LLC - Wealth and Finance Awards - the USA 2018. 8 ways to ruin your chances to retire. If 50 is the new 30, then 80 must be the new 60.

8 ways to ruin your chances to retire

Good thing, because otherwise a lot of people won’t be retiring before they draw their last breath. Last year Bankrate’s Financial Literacy survey found that one in five people expect to work until they die. This year one in five people say they’re afraid they’ll never be able to retire. It’s true; we asked the same question two different ways, and the results are unsettlingly identical. At this rate, the competition for greeting jobs at Wal-Mart will be as fierce as the struggle to get into Harvard.

For the dedicated workers who aspire to devote their entire lives to propelling the economy forward with their unceasing toil, the dream of not retiring can be achieved in any number of ways. 1. The most obvious way to ensure that only death’s sweet embrace will release you from the bonds of employment is simply by saving nothing and spending a lot. Vacations, new cars, expensive home remodeling can all feel like necessities. 2. 3. No. 4. 5. 6. SYNERGIST WEALTH ADVISORS LLC RECEIVES AI WORLDWIDE FINANCE AWARD: BEST PRIVATE WEALTH ADVISORY FIRM 2020- USA. Press release content from NewMediaWire.


The AP news staff was not involved in its creation. San Francisco, CA - ( NewMediaWire ) - September 29, 2020 - Acquisition International Magazine has announced the winners of the 2020 Worldwide Finance Awards: Synergist Wealth Advisors LLC has been recognized as Best Private Wealth Advisory Firm 2020- USA. The global finance landscape never stops moving. Never stops making strides, even – as it turns out – in the face of a pandemic. As the world’s industries found themselves suddenly unable to conduct business, many establishments in finance continued to operate, fueled by years of innovation that almost seemed to prepare them for such a circumstance. Yahoo fait désormais partie de Verizon Media.