Evertrue Financial Services

Helping educators and healthcare professionals save, invest, and plan so they can achieve their retirement dreams. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Synergy Investment Services, LLC dba EverTrue Financial Services and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Synergy Investment Services, LLC dba EverTrue Financial Services a Registered Investment Advisor in the State of Indiana. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Gregory Smith, independent agent. Synergy Investment Services, LLC dba EverTrue Financial Services and Gregory Smith are not affiliated with or endorsed by any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. “Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor – but simply a mechanism available to circulate our LinkedIn page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Clients of the advisor.