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The Synergy Strategy

Why Financial Planning?

Synergy means “working together” Synergy Wealthcare Solutions is committed to providing high-quality financial advice to help you achieve your financial…

SERVICES

Meeting your financial & tax needs

Comprehensive Financial Planning

Partner with a CERTIFIED FINANCIAL PLANNER™ to achieve your goals

Investment Management

Grow your money with low-cost, passive investing

Annual Tax Preparation

Use an Enrolled Agent to make sure your taxes are done right

Advanced Tax Planning

Maximize every legal loophole & deduction for your business

about me

Personal finance mentor

Hayden E. McCoy, CFE, CAMS, EA, CTC, CFP®

CERTIFIED FINANCIAL PLANNER & TAX REDUCTION STRATEGIST
Description
Hayden McCoy has worked in the financial services industry her entire career, with experience in global banking, financial crime prevention, personal financial planning, and advanced tax planning.

Features

Location Independent & Convenient

Affiliations

A Proud Member Of The Following Organizations