synergywm.com

Synergy Wealth Management

Fiduciary and Suitability Standards. Emotional Impact on Investing. Active vs. Passive Management. Videos, Tools, and Calculators. Do you know the true cost of your portfolio, or how it is invested? Most of us will study all the details when purchasing a vehicle, yet we understand very little about our investment purchases. Don't you think that should change? Isn't it time that your advisor works in your best interest and doesn't just try to sell you the next "hot", or "preferred" product? Synergy Wealth...

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Fred Iacovoni

660 Cascade ●●●●●●●●●●●●SE, Ste. 250

Gran●●●●pids , Michigan, 49546

United States

(616)●●●●●-7818

fi●●●●●●●@sbcglobal.net

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Fred Iacovoni

660 Cascade ●●●●●●●●●●●●SE, Ste. 250

Gran●●●●pids , Michigan, 49546

United States

(616)●●●●●-7818

fi●●●●●●●@sbcglobal.net

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Fred Iacovoni

660 Cascade ●●●●●●●●●●●●SE, Ste. 250

Gran●●●●pids , Michigan, 49546

United States

(616)●●●●●-7818

fi●●●●●●●@sbcglobal.net

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Synergy Wealth Management | synergywm.com Reviews

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Fiduciary and Suitability Standards. Emotional Impact on Investing. Active vs. Passive Management. Videos, Tools, and Calculators. Do you know the true cost of your portfolio, or how it is invested? Most of us will study all the details when purchasing a vehicle, yet we understand very little about our investment purchases. Don't you think that should change? Isn't it time that your advisor works in your best interest and doesn't just try to sell you the next hot, or preferred product? Synergy Wealth...

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3 Fred Iacovoni

4 Tyler Kotlarz

5 Grand Rapids

6 MI

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8 synergywm.com

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Synergy Wealth Management | synergywm.com Reviews

https://synergywm.com

Fiduciary and Suitability Standards. Emotional Impact on Investing. Active vs. Passive Management. Videos, Tools, and Calculators. Do you know the true cost of your portfolio, or how it is invested? Most of us will study all the details when purchasing a vehicle, yet we understand very little about our investment purchases. Don't you think that should change? Isn't it time that your advisor works in your best interest and doesn't just try to sell you the next "hot", or "preferred" product? Synergy Wealth...

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synergywm.com

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Emotional Impact on Investing : Synergy Wealth Management

http://www.synergywm.com/investingandemotions.aspx

Know Your Investments Workshop. Synergy WM In the Media. Fiduciary and Suitability Standards. Emotional Impact on Investing. Active vs. Passive Management. Videos, Tools, and Calculators. Emotional Impact on Investing. There are concerns that are real and justified. Common among these include:. Will I have enough money when I retire? Will I be able to fund my childrens education? If my family experiences an unexpected event, such as a premature death or disability, will we be financially secure?

2

Financial Planning : Synergy Wealth Management

http://www.synergywm.com/planning.aspx

Know Your Investments Workshop. Synergy WM In the Media. Fiduciary and Suitability Standards. Emotional Impact on Investing. Active vs. Passive Management. Videos, Tools, and Calculators. Step One - Determine your location:. Step Two - Determine the destination:. Step Three - Determine the path:. Employer retirement plans: 401(k), 403(b), 457, SIMPLE-IRA, SEP-IRA, Pension, etc. Individual retirement accounts: IRAs, Roth IRA, Inherited IRA. Non-qualified accounts: Individual/Joint accounts, Trusts.

3

Making a Background Check Convenient : Synergy Wealth Management

http://www.synergywm.com/backgroundcheck.aspx

Know Your Investments Workshop. Synergy WM In the Media. Fiduciary and Suitability Standards. Emotional Impact on Investing. Active vs. Passive Management. Videos, Tools, and Calculators. Making a Background Check Convenient. Similarly, the SEC website states that the SEC Investment Adviser Search site provides information about Investment Adviser Representatives (IARs), and Investment Adviser Firms (RIAs). This site also provides information about advisers who are registered with the SEC and/o...

4

Employer Retirement Plans : Synergy Wealth Management

http://www.synergywm.com/401kretirement

Know Your Investments Workshop. Synergy WM In the Media. Fiduciary and Suitability Standards. Emotional Impact on Investing. Active vs. Passive Management. Videos, Tools, and Calculators. 660 Cascade West Pkwy SE.

5

The Two Standards of Product Recommendations : Synergy Wealth Management

http://www.synergywm.com/fiduciary-definition.aspx

Know Your Investments Workshop. Synergy WM In the Media. Fiduciary and Suitability Standards. Emotional Impact on Investing. Active vs. Passive Management. Videos, Tools, and Calculators. The Two Standards of Product Recommendations. This standard states that the financial professional seeks to provide products that are suitable for the client based on income and net worth, along with investment objectives, risk tolerance, and other holdings. By definition, this type of advice may or may not as...

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synergywm.com

Synergy Wealth Management

Fiduciary and Suitability Standards. Emotional Impact on Investing. Active vs. Passive Management. Videos, Tools, and Calculators. Do you know the true cost of your portfolio, or how it is invested? Most of us will study all the details when purchasing a vehicle, yet we understand very little about our investment purchases. Don't you think that should change? Isn't it time that your advisor works in your best interest and doesn't just try to sell you the next "hot", or "preferred" product? Synergy Wealth...

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