George Van Dyke

Further information about George Van Dyke:

Our investment objective is to provide serious investors with a very acceptable after tax (where applicable) total return over a long term horizon. In order to achieve our client's goals, we recommend investing in a diversified portfolio of high quality securities spread over multiple asset classes.

We place emphasis on creating tax efficient portfolios and managing risk. Through modern asset allocation techniques, portfolios are assembled to match each investor's individual investment goals and risk tolerance.

We believe that strict adherence to a disciplined approach increases the likelihood of generating consistent returns and limits the risk of significant loss.

Further information can be found at: http://www.investmentvideos.net

Compensation and Fee Structures:

Fee Based Advisory Pro Rated based on complexity of client.
No higher than 1.5%. Typically no lower than .80%

Licenses, Certifications & Affiliations:

Series 7, 66, 31

Education:

Not specified

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Further information about Synergy Financial Group:

(Size of firm: 10-49 advisors)

In today's marketplace, the demand has never been higher for the kind of leadership that an independent financial advisor can give. An independent financial advisor is a professional practitioner who functions in a conflict free environment. As fee-based advisors, we are held to the standards of a fiduciary.

Being an independent practice, we are able to offer unbiased advice on all financial matters. We face absolutely no pressure to promote proprietary investment products or services. This means that we don't devote any time to product quotas or sales goals.

We service clients primarily on a fee-basis which allows us to manage portfolios and make investment changes without commissions (nominal transaction charges may occur). Our clients benefit most from our education, service, experience, communication and trust.

All securities offered through LPL Financial, Member FINRA/SIPC.