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Available Online

Existing Client Meeting - Video

For active clients—updates, questions, decisions

1 hOnline Meeting

Service Description

In the existing client meeting, we’ll: 1. Review any changes, letters, or documents 2. Prioritize open items and deadlines 3. Confirm next steps and responsibilities Your conference link is in the confirmation email and calendar invite.

Contact Details

817-210-4009

hayden@wealthcareforlife.net

Winter Haven, FL, USA

Let's Connect

If you’re dealing with tax exposure, divorce-related financial questions, IRS pressure, or cash flow strain—you don’t have to deal with it alone. Tell me what’s going on; I’ll ask a few focused questions and let you know if I can help.

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Typical response time: within 1-2 business days.

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General information only—not legal, tax, accounting, investment, or financial advice. Services begin after a signed engagement agreement. See our Privacy Policy for how we handle data.

Terms of Use

Privacy Policy

Address

Based in Winter Haven, Florida

Serving clients remotely

Email

hayden@synergywealthcaresolutions.com

Phone

817-210-4009

(call or text)

LinkedIn

Conversations are confidential.  I do not share your information.

© 2025 by Synergy Wealthcare Solutions, LLC.

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