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.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves...
06/01/2026

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, upda...
05/26/2026

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, update your protection strategy, and help ensure your progress is supported at every stage.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/4nQq7J7

Job changes bring new responsibilities, benefits, and opportunities. They’re also a great chance to ensure your financia...
05/25/2026

Job changes bring new responsibilities, benefits, and opportunities. They’re also a great chance to ensure your financial support systems reflect your needs, as well as the needs of your partner or chosen family. Let’s meet to review your priorities today.

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your...
05/22/2026

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

Good habits now can help you work toward financial freedom later. Let's connect.
05/21/2026

Good habits now can help you work toward financial freedom later. Let's connect.

Address

16150 Main Circle Drive, Suite 400
Chesterfield, MO
63017

Telephone

+13145484820

Website

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