John Dodson Synergy Wealth Solutions

John Dodson Synergy Wealth Solutions Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to We invite you to check out all the material on our website.

No one strategy fits everyone, which is why every client gets our undivided attention—from beginning to end. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We wa

nt to keep you on track toward a meaningful and purpose-driven financial future. If you have any questions, please send us an email or call the office. We look forward to speaking with you. Licenses & Disclosures: www.SynergyWealthSolutions.com/licenses

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your...
05/22/2026

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing gro...
05/20/2026

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/19/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!
05/10/2026

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!

Steady income can help retirees feel more comfortable spending and avoid costly mistakes. Let’s talk about how guarantee...
05/06/2026

Steady income can help retirees feel more comfortable spending and avoid costly mistakes. Let’s talk about how guaranteed income can help build confidence in your plan.

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cult...
05/05/2026

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cultural pride.

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Springfield, MO
65804

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