8283 North Hayden Road Suite 190 Scottsdale, AZ 85258

info@synergyfinancialgroupaz.com

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Synergy Financial Group of Arizona

CERTIFIED FINANCIAL PLANNER™ Professional

(480) 264-6070
info@synergyfinancialgroupaz.com

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Office: (480) 264-6070

Fax: 800-375-9031

9375 E. Shea Blvd., Ste. 100

Suite 100

Scottsdale, AZ 85260

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Richard K. Shields and Jenna R. Thornton are registered representatives offering securities through United Planners Financial Services. Member FINRA/SIPC Investment advisory services are offered through Synergy Financial Group of Arizona, a Registered Investment Advisory Firm in the state of Arizona. United Planners does not provide tax or legal advice. United Planners and Synergy Financial Group of Arizona are independent companies. This communication is strictly intended for individuals residing in AZ, CA, HI, MT, PA, UT, & VA.. No offers may be made or accepted from any resident outside of AZ, CA, HI, MT, PA, UT, & VA.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.