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SYNERGY ADVISORS 

FINANCIAL CONSULTING


 

FINANCIAL CONSULTING

Discover How Our  Expertise Can Benefit You

Synergy Advisors is a boutique financial planning and consulting firm.

 Our mission is to solve the critical and complex issues facing our clients, through

financial planning and business strategy. We offer a broad range of services to

our clients for both individuals and small businesses.

 

EXPERT GUIDANCE

Dayja Simon’s approach to financial planning starts by identifying her clients current financial standing, and defining long and short-term goals. She develops worry-free, simplified quarterly plans. Dayja aims to establish a sense of financial direction and long-term security, by implementing process and unique structure and accountability.

PERSONAL FINANCIAL PLANNING

Analyze current financial standing
Allocate income to meet current need and long term goals
Perpetuate an automated, self-sustaining system

BUSINESS START-UP CONSULTING

Business plan development
and implementation
Target market, profit margin, forecasting analysis
Compliance with licensing, insurance etc.

OFF-FIELD MANAGEMENT

Cumulative financial management 
Relocation assistance
Liaison between agents/managers/PR
Coordination of special projects

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SCHEDULE A CONSULTATION

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