Phillip R Wight - Synergy Wealth Solutions
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Licensing and Disclosures: www.synergywealthsolutions.com/licenses I am passionate about life optimization. CRN202407-322063.
Financial professional with over 20 years of experience working within the Saint Louis market. Adept at bringing solutions to companies and individuals around the key concepts involved in a holistic approach. One element that is often missed is how do we help you financially prepare for the future and do so efficiently. The answer to this is my passion and why I enjoy working with my clients to answer that very question. Served in the Army as an Airborne Infantry Team Leader with the 1st/508th MoatnGators down in Panama and later with the 3/9th Manchus in Fort Lewis. My wife Lourdes and I have lived in Wildwood along with our two boys Anthony and Charlie. I belong to Ascension Parish where I am a 4th degree Knight of Columbus and regularly participate within retreats and engagement committees. Our family has a farm out in Eolia Missouri where we enjoy riding, farming and shooting. My son Charlie picked up his Eagle Scout in 2018 and my oldest son Anthony has joined Moneta in Clayton after graduating Mizzou. Interest groups and charities that I am involved in are Patriot Guard, Dogs on Duty, The Kaufman Fund, Gary Sinise Foundation, Stl Ambassadors and others. Routinely you can see me out with my Long-Haired Shepard Gunner as we do therapy at various charities and schools. Licenses and Disclosures: www.synergywealthsolutions.com/licenses.
04/26/2022
Debt is a drag on your finances. Identify your worst debt (hint: it’s probably your credit cards) and limit its use while you pay it down.
04/21/2022
It may be time to have the ‘money talk’ with your parents. Break the ice by opening up about your own financial experiences. They may welcome the conversation.
04/17/2022
Procrastination makes everything harder. For example, waiting to start a savings plan can mean thousands of dollars less when you’re ready to retire. Don’t wait to call me!
04/10/2022
The past few years taught many of us that we can spend less and still have what we need. I can help you reevaluate your monthly expenses.
04/04/2022
I tell all my clients: an emergency fund is critical! It’s a core component of any financial plan and can keep you in the game, especially when adversity strikes. Let’s talk about your preparedness.
02/01/2022
Preparing for the future can seem daunting. Here are three steps that can get you started on a path to financial security.
Your financial future: How to take the next step | MassMutual Here are three ways to move forward on your path to a secure financial future.
01/25/2022
What does investing have in common with one of Aesop’s Fables? Hint: think turtles, not hares.
How you can win with a steady, long-term investment strategy | MassMutual A consistent, diversified investment strategy can help you reach your goals. Get information from MassMutual.
01/18/2022
Retirement today looks different than it did for our parents. Odds are, your retirement plan will look different, too.
How to help maximize your retirement income | MassMutual Retirement income strategies to help maximize your income in today’s retirement realities.
01/11/2022
With the shift to a more hybrid working lifestyle, employee benefits are beginning to adapt to the new norm. When looking for a new job, more employees are looking for offers like employer-subsidized internet and better dependent care benefits, as opposed to pre-COVID benefits providing discounted gym memberships.
Important employee benefits in a hybrid workplace | MassMutual Learn which employee benefits can help you do your best work in a hybrid office.
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St. Louis, MO
63017
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