cindy@cinergyfinancial.com

(714) 210-0549

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Services at a Glance

We are Cinergy Financial. We’re Strategic. Tactical. Planned.

Investment Management

  • Fee-Based / Commission Portfolio Management  
  • Tax-Efficient Investing   
  • Alternative Investment Strategies
  • Life-Time Income Options  

Retirement
Planning

  • Distribution / Income Analysis
  • Qualified / Non-Qualified Retirement Options
  • Pension Plan Analysis
  • 401(k) Advice / Rollover
  • IRA & Roth IRA’s

Risk Management Strategies

  • Life Insurance
  • Long-Term Care Insurance
  • Medicare / Supplements
  • Umbrella Policies

Estate
Conservation

  • Living Trusts / Wills
  • Health Care Directive
  • Power of Attorney

The Tools to Keep Your Financial Life Organized

Document Protection Systems to Organize Your Life’s Most Important Information:

  • At-A-Glance Custom Spreadsheets
  • Total Transparency
  • Easily Monitored
  • Proactive
document organizer