Synergy Financial Planning

Synergy Financial Planning is a fee-only, fiduciary financial planning practice serving clients at every stage of life, regardless of net worth or investment amounts. Its services include retirement planning and lifestyle projections, investment advice and portfolio design, college funding, house purchase analysis, insurance risk analysis, Social Security and Medicare strategies, and planning after the loss of a spouse.

The firm does not accept commissions of any kind and does not sell products. It operates as an office of CGN Advisors, LLC, an independent SEC-registered investment advisor. Evening and weekend meetings are available, and much of the work can be done remotely for clients in Connecticut or elsewhere in the United States. The office is at 360 Bloomfield Ave in Windsor, Connecticut. The firm is not currently accepting new clients.