DOER Financial Planning

DOER Financial Planning As a Certified Financial Planner™ practitioner, I provide a comprehensive goal-based strategy to address all aspects of your finances. CRN202511-334977

Whether you are a small business or an individual, I can assist you in the following areas:

• Retirement Planning (401k, IRA, ROTH, etc.)
• Education Planning (529 plans, College funding, etc.)
• Investment Planning (Custom portfolio design based on your risk
tolerance and investment objective)
• Risk Management (Life insurance, Disability insurance, Long-term
care insurance,

Buy/Sell Agreement Funding, etc.)
• Cash Flow Management (Budgeting, Savings, etc.)
• Fee-based Financial Planning (Includes a comprehensive financial
plan that covers all above mentioned services)

Licenses and disclosures: https://www.synergywealthsolutions.com/licenses.

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk....
06/25/2026

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk.

https://bit.ly/4weau1s

Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your li...
06/24/2026

Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your life, both today and over time. I’m here to help you navigate complexities with manageable steps designed to help you grow with confidence and purpose.

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, ...
06/23/2026

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, retirement contributions, and ways for you to balance growth with stability.

06/22/2026

U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing ...
06/19/2026

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing you a reflective and joyful .

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/18/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

For many in the LGBTQIA+ community, planning for retirement may include caring for chosen family, navigating unique lega...
06/18/2026

For many in the LGBTQIA+ community, planning for retirement may include caring for chosen family, navigating unique legal considerations, or building long‑term security.
I’m here to help you establish a retirement plan designed to support the future you envision.

06/18/2026

With IPO activity picking up and valuations reaching eye-catching levels, it’s worth taking a closer look at what’s driving the current market environment—and what may already be priced in. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, explores the risks and realities behind today’s IPO surge. If you have questions about how this could connect to your broader strategy, let’s talk.

https://bit.ly/4v232Wd

Address

16150 Main Circle Drive, Suite 400
Chesterfield, MO
63017

Telephone

+13145484820

Website

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