Hayden McCoy, CFP®, EA Synergy Wealthcare Solutions, LLC

About Hayden McCoy, CFP®, EA

I’m a personal finance mentor who specializes in helping my clients understand their personal finances, make tax-smart decisions and invest wisely.

Most financial advisors can’t give tax advice, and the majority of tax professionals aren’t financial planners. By combining tax reduction strategies with personal financial guidance, I help clients save money on taxes so they can use it to fund their dreams.

Finance and taxation are my two greatest passions that led me to establish my firm, Synergy Wealthcare Solutions. I guess you could say I’m living the dream by doing what I love most…saving my clients thousands every year in needless advisory fees and taxes! You can rest assured knowing your finances are in the capable hands of a fiduciary who knows your situation inside and out.

I also specialize in designing customized, advanced tax reduction strategies for business owners, entrepreneurs, and investors. With proactive tax planning, you can get the most from every dollar and keep more of your earnings, while paying as little tax as legally possible. Make more, keep more, and build a business and lifestyle you never thought possible!

I look forward to planning together at the speed of your life!

Contact this advisor

Ideal Clients

  • Business Owners
  • Gen X
  • Tax Planning
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $249/month
  • Quarterly Fee: $747/qtr
  • AUM: 0%

SEC Records

 

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