Welcome

Financial Synergy offers a unique blend of professional experiences for individuals, families, and businesses as they focus on protection and long term wealth strategies.

Products and Services

Wealth creation, conservation, and distribution are constant in your personal financial life. You need a plan that is dynamic and flexible enough to be changed as needed due to business or tax law changes without losing control. Financial Synergy is here to help you achieve that.

Personal Services

Tax Preparation
Enrolled Agent with IRS

Strategic Objective Planning

Estate Planning

Retirement Planning

Strategies for College Funding

Will/Trust Analysis

Life Insurance Ownership Options

Planning for Long Term Care

Business Services

Tax Preparation
Enrolled Agent with IRS

Strategic Objective Planning

Employee Benefits

Buy/Sell Strategies

Business Succession Strategies

Executive Compensation Strategies

Risk Management Analysis

PO Box 7920
Champaign, IL 61826

Phone

(217) 355-7335

Fax

(217) 355-9781

Office Hours

Monday – Friday, 9 AM – 5 PM

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