SYNERGY FINANCIAL STRATEGIES, INC.
PEMBROKE PINES, FLORIDA

At Synergy Financial Strategies, our sole focus is YOU. Synergy Financial Strategies, Inc. strives to assist its clients in preserving their assets while promoting moderate but steady growth through the implementation of proprietary techniques to achieve financial success. We have been serving the communities of Miami-Dade County, Broward County and Palm Beach County since 2011, bringing more than 25 years of industry experience to the table. This short checklist can help address your Social Security benefits questions Jorge E. Gonzalez, CFP®, is a well-respected financial educator in South Florida. His experience and professional preparation allow him to design a safe financial plan for educators, business owners, professionals, individuals and their families. For 28 years Jorge has been helping clients maximize their financial potential, build wealth and attain peace of mind through sound, full, individualized custom financial planning. Jorge is a CERTIFIED FINANCIAL PLANNER™ with licenses in life and health insurance and variable products. We are a financial planning and advisory firm rooted in the community and have developed our business by creating close, personal relationships with our clients. Jorge is founder and CEO of Synergy Financial Strategies, an independent financial planning firm. The company specializes in providing individualized financial solutions. Synergy assists its clients in preserving their assets while promoting moderate but steady growth through the implementation of proprietary techniques to achieve financial success. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. This short checklist can help address your Social Security benefits questions Synergy Financial Strategies, Inc. proudly serves the South Florida area. Since 2011, Synergy Financial Strategies, Inc. has been working with friends and neighbors throughout Miami-Dade, Broward and Palm Beach counties to help meet their financial goals through the use of insurance products. We are an independent financial planning and advisory firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. Jorge E. Gonzalez, CFP®, founder and CEO of Synergy Financial Strategies is a well-respected financial educator in South Florida. His experience and professional preparation allows him to design a safe financial plan for educators, business owners, professionals, individuals and their families. For 28 years Jorge has been helping clients maximize their financial potential, build wealth and attain peace of mind through sound full individualized custom financial planning. Jorge is a CERTIFIED FINANCIAL PLANNER™ with licenses in life and health insurance and variable products. It is important to feel you have control over your future. At Synergy Financial Strategies, Inc., we offer our experience and knowledge to help you design your own strategy for financial independence.