Why Synergy Life Financial

I’ve been a Financial Advisor for over 20 years, and started my independent practice in 2000.

As a teenager, I spent my summer’s working on a relative’s dairy farm, tending livestock and helping with the haying season. When I was 17 my Uncle was hurt in an accident on the farm, I left school for few weeks to take over his responsibilities on the farm. Running a farm involves a lot of risk from uncooperative weather, livestock issues and more. I remember every day we would listen closely to the radio at lunch for the current prices were for livestock. There is nothing easy about being a farmer. There is nothing easy about running any business. There is nothing easy about running your business.

I don’t know if you’ve ever considered the realities of owning and operating a blue-collar business like yours, they aren’t that much different from a dairy farmer’s business and their inherent risks. Farmers fear bad weather and disease and market prices for livestock and crops, these are unpredictable events but they are known events (probabilities). They can plan ahead as best they can. What I’ve seen many times with many blue-collar businesses is that they often don’t know how to or take the time to plan for unknown events and how it may impact their businesses.

There’s the risk of injury, sickness or even holding onto a business for too long. Have you even considered the risk of not streamlining your business so you can either hand it off or sell it? What would happen to the value of your business if you were hurt or worse before the planning was completed? Most blue-collar business owners run their business without considering the significant long term risk’s they’ll face, not planning to turn their business equity into personal capital and retirement income.

These are just a few of the blue-collar industries I’ve helped:

  • Plumbers
  • Electricians
  • Contractors
  • Mechanical
  • Heavy Equipment Operators
  • Transportation – Owner/Operator
  • Agriculture / Farms
  • Waste Treatment
  • Telecommunications / Security
  • Manufacturing
  • Retail
  • Developers

We focus on the basics and work from there.

  • The Rule of 72
  • The Power of Compound interest
  • Protect, Save, Grow Your Wealth

A goal without a plan is just …a wish.

~ Antoin e de Saint-Exupery

Join Our Blue Wealth LinkedIn Group What's Your Blue-Collar Business Story

10 Tips To Maximize Blue Collar Wealth

How to STOP Working and Retire

How to STOP Working and Retire

Their are two main reasons why successful Blue-Collar Business Owners™ delay their transition into retirement. 1) They have not yet discovered how they will spend their time in a meaningful way during retirement, and 2) They aren’t sure if their assets will provide them the retirement income they will need and want. Read more.

read more

Blue WealthTM is your 10-year plan to your ideal retirement.

10 Tips To Maximize Blue Collar Wealth

10 Tips to Maximize
Blue-Collar Wealth

Tips on business monetization, financial planning, retirement preparedness, and how to simplify work, money and life.

Educational Video Series

Blue-Collar Business OwnerTM
Educational VIDEO Series

Each month I'll add educational videos about making smart decisions in your life and blue -collar business. I reflect on work, money and life.