Synergy Retirement Planning Strategies,LLC

The Chippewa Valley’s Retirement Specialists

393 Red Cedar St Suite 4, Menomonie, Wisconsin, 54751

(715) 231-2058

We walk with you through a step-by-step process to create your own version of a successful and fulfilling financial plan. Throughout the process of Planning Today For A Better Tomorrow™, we answer each of your questions, including the ones you may not know to ask.

While we can help anyone, we do our best work with those individuals that are within 5-10 years of retirement, either prior to or already in retirement. This allows you to draw from our expertise in areas such as retirement income planning, strategizing when and how to receive your social security benefits, maximizing your pension benefits, and seeing how charitable giving may fit into your plan.

We also have a passion for serving veterans and non-profit organizations. As our way of saying 'Thank You' for your service to our communities and country, we provide a discount on all our services to veterans and non-profit organizations.

MON 09:00am - 05:00pm
TUE 09:00am - 05:00pm
WED 09:00am - 07:00pm
THU 09:00am - 05:00pm
FRI 09:00am - 05:00pm
Special Offer
Virtual Office Tour - Come on in and take a look around our office!,-91.8980953,3a,75y,40h,110t/data=!3m8!1e1!3m6!1sAF1QipOhlu815ABsOMfXdKzEoULI8mMr47_L8Roj6991!2e10!3e11!!7i5162!8i2581?shorturl=1

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