SYNERGY FINANCIAL STRATEGIES, INC.
Since 1989
Retirement Income Strategies, Wealth Accumulation, Asset Protection, Annuities, Life Insurance, Tax Minimization Strategies, Long-Term Care, IRA, 401(k) Rollovers, Trusts, Probate, Charitable Giving, Estate Planning, Tax Planning & Legacy Planning
Create Sound Retirement Income Strategies
COMMON CENTS WEALTH MANAGEMENT, LLC
Since 2008
Goal Setting, Risk Assessment, Investment Analysis, Retirement Planning, Education Funding, Budgeting, Tax Efficient Investment Planning, Estate Planning, Insurance Planning, Charitable Gifting, Account Setup & Asset Transfers
Focuses on controlling costs and ensuring proper Asset Allocation primarily using passive Investments such as Index Funds, Exchange Traded Funds
EVEREST FINANCIAL ADVISORS
Since 2010
Investment, Tax Planning, Cash Flow Management, Insurance, Estate, Retirement & College Planning
Specializes in Financial Planning, Investment Management, Tax Preparation and Income Distribution strategies for Municipal, County, State workers as well as health care providers
9720 Stirling Road #107, Cooper City, Pembroke Pines, FL 33024