Zynergy

Retirement Planning

Our Services

Whether you are just getting started or have been saving for years, our Goal-based Planning System (GPS) provides financial freedom at every level of net worth.

Zynergy’s Dynamic GPS (Goal-based Planning System)

GPS – Gold

What’s Included:

  • Ongoing Financial Planning
  • Asset Management
  • Access To Our Team
  • Semi-Annual Review
  • Level 3 Tax Services
  • Estate Planning Docs
  • Retirement Enrichment Program

Min. $10,000/yr.

GPS – Silver

What’s Included:

  • Ongoing Financial Planning
  • Asset Management
  • Access To Our Team
  • Semi-Annual Review

Min. $7,000/yr.

Annual Fee (based on AUM)

  • 1.0% < $2 million
  • 0.8% $2-5 million
  • 0.6% $5-10 million
  • 0.4% $10-20 million
  • 0.3% $20 million+

One-Time Comprehensive Financial Plan

We offer a One-Time Comprehensive Financial Plan for $5,000.

Hourly Service

Any financial or retirement project billed on an hourly basis. Hourly fee: $450/hr.

Tax Services

Level 1

Hourly

Fee:

$300/hr

Services:

  • Tax work on an hourly basis
  • 1 hour minimum & 15 minute increments
Level 2

Tax Preparation

Fee:

$600

Services:

  • Federal tax return prep
  • Up to 2 states
  • Represent for IRS follow-up correspondence
  • Add-ons at additional cost listed below
Level 3

Tax Management

Fee:

$1200

Services:

  • Tax planning
  • Tax preparation
    • Includes 1 rental property
    • Includes 1 small business
  • Tax payment management
  • Audit defense
  • Ongoing CPA access

Add-Ons

  • Small Business – ($100 – $500) defined as less than 10 employees and filed on Schedule C
  • Rental Property – $100 per property
  • Casualty Loss – $300
  • Additional States (beyond 2) – $100 per state
  • Dependent Child’s Return – $200
  • Admin Work – $80 per hour (i.e. Organizing receipts, etc.)

Contact Zynergy Retirement Planning

Schedule a free consultation with a retirement specialist today.

732-784-2380