Logan Offner, Financial Advisor

Logan Offner, Financial Advisor Licenses and disclosures: www.synergywealthsolutions.com/licenses

Rent or Buy a home? Here’s what to consider:
05/05/2022

Rent or Buy a home?

Here’s what to consider:

Should I buy a home or keep renting? Here are 5 questions to help with the decision.

How was your 2021: - Did you start a family?- Did you buy a new home? - Did you change jobs?Let's take 30 min to review ...
12/03/2021

How was your 2021:
- Did you start a family?
- Did you buy a new home?
- Did you change jobs?

Let's take 30 min to review your plan moving into 2022

Schedule a phone call here:

10/18/2021

I hope you and your family are staying healthy during these uncertain times! I just wanted to let you know I am here to help and support you as always. Feel free to reach out for any questions you might have! [email protected]

10/18/2021

During the current situation, the major focus of information has been on Covid-19 and health-related concerns. However, a number of concerns are also being raised about the following types of issues:

• What is happening to my retirement plan? Will I still be able to retire?
• What happens to me and my family if I lose my job?
• How will this market volatility impact my ability to send my child(ren) to college?
• What happens to my family if I am stricken with the virus and were to die?

If you or anyone else you know is having these concerns and would benefit from a conversation, I am here to help. Please contact me and I will schedule a virtual meeting during which time we can address any concerns you have and how to address your specific situation. [email protected]

10/08/2021

While the major focus of the current situation has been on health-related concerns, I have heard a number of concerns being raised about the following types of issues: Retirement, job loss, college savings, illness. I wanted to reach out to let you know that I am here to help. Let’s set time for a virtual meeting during which time we can address any concerns you have and how to address your specific situation.

Retired or Nearly There? How to Weather a Market Downturn
10/05/2021

Retired or Nearly There? How to Weather a Market Downturn

If you're retired, or nearing retirement, market volatility can rattle your nerves and scramble your plans. Here's how to get through a downturn.

The single smartest thing to do with your investments when the stock market slumps
10/05/2021

The single smartest thing to do with your investments when the stock market slumps

A market slump is the ideal time to take your hands (and your mind) off your investments, and let them alone to rebound naturally.

12/11/2020

The topics my clients are most interested in are:

- Retirement / Retirement Income Strategies
- Life Insurance Coverage
- Student Loan Payment/Refinance Strategies

Please message me for more information or if you would like to explore current opportunities in one of these areas!

Very thankful for the team that I have here.
12/02/2020

Very thankful for the team that I have here.

Logan Offner, Financial Advisor has been a great asset to our Synergy Team. He is a constant source of positive energy!

11/05/2020

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Protect your loved ones

You insure your car 🚘 You insure your house 🏠 But what pays for all of that?Here’s a short article on protecting your in...
09/22/2020

You insure your car 🚘
You insure your house 🏠

But what pays for all of that?

Here’s a short article on protecting your income 💵 💵

If you ever needed to make a disability claim, it quickly becomes clear that the specifics matter. Here are some questions you need to ask yourself to make sure you have adequate coverage.

Address

16150 Main Circle Dr
Chesterfield, MO
63017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13145484826

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