Synergy Retirement Planning Strategies, LLC

Synergy Retirement Planning Strategies, LLC


Finance & Insurance

About Us

We provide exceptional value to our clients by partnering with them to create a successful and fulfilling financial plan. Throughout the process of Planning Today for a Better Tomorrow™, we answer each of the questions you have, along with the ones you don't know to ask.

Jon is a CERTIFIED FINANCIAL PLANNER™ professional and has also earned the Chartered Advisor in Philanthropy® (CAP®), Retirement Income Certified Professional® (RICP®), Chartered Financial Consultant® (ChFC®), Chartered Advisor in Senior Living® (CASL®) and Chartered Life Underwriter® (CLU®) designations.

Jon and his team are able to help people in every area of the financial planning process, and he specializes in retirement planning and charitable giving strategies.


Let Your Faith Be Bigger than Your Fears
We are one of Dave Ramsey's SmartVestor Pros for Investing!
Jon receiving the 2013 Volunteer of the Year Award
Walk to End Alzheimers