Broker Check

Services

How We Work

Full Service Financial Planning

We’ve spent more than a decade aligning ourselves with well-known financial providers so that we can find the most appropriate strategies for your individual needs. Our planning process embraces powerful math-based software to provide custom income distribution planning.

Potential Financial Concerns

Different stages of our lives bring different concerns. We’re here to help guide you through challenges including:

  • Pension Option (TRS, ERS, TMRS)
  • Rollovers
  • Asset Preservation
  • Tax-Free Retirement Strategies
  • Income Preservation
  • Long-Term Care Planning
  • Income Distribution Planning
  • Roth and Traditional IRAs
  • Whole Life Insurance
  • Annuities
  • College Planning

*Tax and legal service provided through our strategic partners. Royal Alliance Associates, Inc. does not provide tax or legal advice.

Investments

Bonds

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

michaelh@synergytx.com  |  (512) 581-4391