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Financially Secure, with a Purpose

Discover, Learn, and Excel with Synergy Financial Partners

Everyone should have access to financial education. Don't just take our word for it! Check out the information and real client stories below to see the power of becoming financially prepared.

"Life Insurance you don't have to die to use."

While you're not going to retire tomorrow, you could possibly die or be diagnosed with a critical or chronic illness. Which makes life...

"Safety first gives you clarity, simplicity and certainty."

Having a proper financial balance gives you clarity, simplicity, and certainty in your financial game-plan...

"You just don't know what tomorrow brings."

Kevin Hay was a perfectly healthy man in his 40's, running a successful chiropractic practice and raising six kids with his wife, Shannon...

Living Benefits Life Insurance

Do you have the old kind or the new kind?

Video animation explaining the Rule of 72 concept

Living Benefits

Are you still protecting your family and finances with the "old kind" of life insurance that only pays out if you die? Living Benefits life...

Video animation explaining the Impact of Taxes on retirement savings

Indexed Universal Life

Life insurance has changed drastically in the last 25 years! Learn how Indexed Universal Life Insurance (IUL)...

Video animation explaining the need to invest early for retirement savings

IUL For Kids

You know you're ready to start saving for your kid's future, but you're wondering where to start. An IUL is a great vehicle that gives you flexibility...

Video animation explaining the power of compound interest

Fixed Indexed Annuities

By combining downside protection with upside potential, an indexed annuity can provide the balanced, sensible...

Video animation explaining how to properly and successfully plan for college costs

Mortgage Protection

As tuition costs continue to skyrocket, proper planning for your child's college expenses is becoming more...

Video animation explaining the Rule of 72 concept

Rule of 72

Learn how to use the Rule of 72 to determine how long it will take your money to double in any interest-bearing account...

Video animation explaining the Impact of Taxes on retirement savings

Impact of Taxes

The biggest difference between the wealthy and the middle class is the time the wealthy spend thinking of ways to minimize...

Video animation explaining the need to invest early for retirement savings

Need to
Invest Early

Procrastinating is one of the most damaging things you can do when it comes to your retirement savings. But there is still...

Video animation explaining the power of compound interest

Compound Interest

While it may be compound, it's not complex! Learn more about how compound interest can be your best...

Video animation explaining how to properly and successfully plan for college costs

College Planning

As tuition costs continue to skyrocket, proper planning for your child's college expenses is becoming more...

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Phone
307-760-7262
Email
jray@synergyfinancial.com
Location
18603 S. 461st E. Ave
Porter, OK 74454

Synergy Financial Partners

I chose to be a financial professional because I believe in the importance of financial literacy and empowerment. I wanted to help serve families and business owners in America, because I believe everyone deserves access to quality financial advice and resources, regardless of their income or background. That's why I offer a range of life insurance policies designed to provide the peace of mind you deserve. Let me guide you through the process of finding the right policy that aligns with your specific needs and budget!

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