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Zynergy

Retirement Planning

  • 732-784-2380
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Our Services

Whether you are just getting started or have been saving for years, our Lifetime Enrichment Acceleration Program (LEAP) provides financial freedom at every level of net worth.

Stages

01

Kick Start

Assets: $0 – $60,000
Annual Cost: $300 (one-time only)
What’s Included:
  • Kick Start Manual
  • Access To Our Team
02

Hands On

Assets: $60,000 – $200,000
Annual Cost: 1% of assets, min. $600
What’s Included:
  • Kick Start Manual
  • Access To Our Team
  • Asset Management
03

Tailor Made

Assets: $200,000 – $400,000
Annual Cost: 1% of assets, min. $2,000
What’s Included:
  • Comprehensive Financial Plan every other year
  • Access To Our Team
  • Asset Management
  • Semi-Annual Review
04

Home Stretch

Assets: $400,000 – $600,000
Annual Cost: 1% of assets, min. $4,000
What’s Included:
  • Comprehensive Financial Plan every year
  • Access To Our Team
  • Asset Management
  • Semi-Annual Review
  • Retirement Enrichment Program
05

Enriched Life

Assets: $600,000+
Annual Cost: 1% AUM (Up to $1 million)
0.8% AUM ($1 million - $2 million)
0.6% AUM ($2 million - $3 million)
0.4% AUM (over $3 million)
min. $6,000
What’s Included:
  • Comprehensive Financial Plan every year
  • Access To Our Team
  • Asset Management
  • Semi-Annual Review
  • Retirement Enrichment Program
  • Credit Protection Program
  • Tax Prep
  • Estate Planning Documents

Hourly service

Any financial or retirement project billed on an hourly basis. Hourly fee: $300/hr.

One-Time Comprehensive Financial Plan

Our full comprehensive financial plan that is completed for you. We guarantee your satisfaction and approval of all recommendations. If you don’t like it, we’ll fix it, guaranteed. $3,500 one-time.

Contact Zynergy Retirement Planning

Schedule a free consultation with a retirement specialist today.

732-784-2380

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Zynergy Retirement Planning

Zynergy Retirement Planning manages more than $110 million in assets for our members with the goal of transparency and unparalleled service.

  • 732-784-2380
  • 10 NJ-35, Red Bank, NJ 07701

Members

  • Member Login
  • About Us
  • Our Services
  • Retirement Enrichment Program
  • Zynergy Cares
  • Contact Us

Retirement Education

  • Dummies Articles
  • 7 Deadly Retirement Sins
  • Zynergy Blog
  • Retirement Q & A
  • Community Scholarship

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