Take The First Steps To Securing Your Retirement
It Starts With Financial Literacy
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Financial Literacy
Promote Education & Knowledge
Builds Confidence
Uncover Hidden Economic & Political Forces
Targeted Baby Boomer & Millennial Retirement Advice
Outdated 60/40 Model
Dynamic Diversification
Managing Sequence of Return Risk
The REALM® Model
Pre and Post Retirees
Building a Sustainable Retirement
Legacy Planning
COVID-19 Advice
Portfolio Recovery
Managing Risk
Revisiting Asset Allocation
OUR MISSION
At Cinergy Financial, our mission is to empower investors with information and knowledge to help navigate through the complex world of finance. We believe this new found knowledge will help investors change their investment mindset, potentially improve their investment outcome and potentially provide a sustainable retirement.