Home | Synergy Retirement Planning Strategies, LLC

Financial Strategies

Effective strategies for every stage of life.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

Planning Today for a Better Tomorrow™

We walk with you through a step-by-step process to create your own version of a successful and fulfilling financial plan.

Assess

We address each of your questions, including the ones you may not know to ask. While we can help anyone, we do our best work with those individuals that are within 5-10 years of retirement, either prior to or already in retirement.

Plan

We guide you through retirement income planning, strategizing when and how to receive your social security benefits, maximizing your pension benefits, and seeing how charitable giving may fit into your plan.

Manage

We provide insight to help you avoid emotionally driven decisions and follow through on financial commitments by working with you to prioritize your goals, showing you the steps you need to take and regularly reviewing your progress towards achieving them.

<span>Thank you for your service</span>

Thank you for your service

We have a passion for serving veterans and non-profit organizations. As our way of saying 'Thank You' for your service to our communities and country, we provide a discount on all our services.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

<p>Four Reasons Millennials Need an Estate Strategy</p>

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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<p>How to Make the Tax Code Work for You</p>

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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<p>Gap Insurance for Leased Cars</p>

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

Meet Our Team

Jon Kroening

Jon Kroening

CERTIFIED FINANCIAL PLANNER™

Brianna Peterson

Brianna Peterson

Executive Assistant

Christine Clements

Christine Clements

Business Administrator

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