Where are we? Where are we going? How can we get there? At Financial Synergy, Inc we do not see your goals and dreams as final targets but as destinations along your ever changing journey through life. As such, our work together will consist of discovering strategies that can reach these destinations while maintaining flexibility to adjust for any new directions you might wish to pursue.
Products and Services
Financial Synergy offers a unique blend of professional experiences for individuals, families, and businesses as they focus in on protection and long term wealth strategies. All financial decisions are interdependent. We help in determining strategies to enhance decision making in which assets and resources are accumulated first and eventually the order to use them. It is extremely important to fully understand the order hierarchy of the implementation of your financial strategies and the impact different orders may ultimately have.
All Services are offered to both individuals or other professionals as a resource for their clients. Payment for Services may be fee only, commission only, or combination based. We are Pay Pal Verified. Financial Synergy, Inc and David Marrone became Registered Tax Return Preparers with the IRS in 2012. In 2014, David met the requirements to become an Enrolled Agent. As an Enrolled Agent, he has unrestricted practice rights and may represent clients before any office of the IRS regarding any matters.