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Synergy Retirement Planning Strategies, L.L.C. - Jon Kroening

"Planning Today For A Better Tomorrow"

About Us

Synergy Retirement Planning Strategies, L.L.C. - Jon Kroening, in Menomonie, WI, is the area's leading financial services company serving Menomonie, Hudson, Eau Claire and surrounding areas since 2005. We specialize in retirement planning, estate planning, investment services, long term care insurance and more. For all your financial service needs, contact Synergy Retirement Planning Strategies, L.L.C. - Jon Kroening in Menomonie.

*We're by appointment only on Friday's now*

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Areas Served

Dunn County, WI | Chippewa County, WI | Pierce County, WI | Rusk County, WI | Eau Claire County, WI | St. Croix County, WI | Barron County, WI | Pepin County, WI | Menomonie, WI | Dunn, WI | Chippewa Falls, WI | River Falls, WI | Eau Claire, WI | Rusk, WI | Ladysmith, WI | Hudson, WI

Our Professional Associations

• Chamber of Commerce
• Dunn County Humane Society
• Community Foundation of Dunn County
• Financial Planning Association
• National Association of Insurance and Financial Advisors
• Financial Services Institute (FSI)

Our Certifications

• CFP® - Certified Financial Planner™
• CAP - Chartered Advisor in Philanthropy
• RICP - Retirement Income Certified Professional
• ChFC - Chartered Financial Consultant
• CLU - Chartered Life Underwriter
• CASL - Chartered Advisor in Senior Living
• CKA - Certified Kingdom Advisor

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What We Offer

Our Specialties include:

• The Chippewa Valley's Retirement Specialist
• Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.
• Wednesday Evenings by Appointment Only

Our Services include:

• Retirement, Charitable, Social Security and Estate Planning
• Investment Advisory Services
• Fee-Based Financial Planning
• Wealth and Investment Management

Our Products include:

• Annuities
• Mutual Funds
• Insurance: Life, Disability, Long-Term Care, Medicare Supplement
• ETFs
• CDs
• Bonds
• Common Stock
• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuity
• Retirement Plans
• Tax Strategies
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Strategies
• Money Purchasing Plans
• Profit Sharing Plans

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Testimonials

On 4/5/2023 Eric Kube had this to say:
Jon is always available to answer questions and give help and advice. I appreciate he listens to our values and isn't just trying to sell but help us meet our financial goals. He also helped me evaluate my company 401K and make some minor changes to better fit into overall plan. Thank you Jon!

On 7/3/2019 Lynnette Bryant-Thompson had this to say:
HFA handles our company's SIMPLE plan. They are easy to reach, explain things well, and provide any information we need, when we need it. Highly recommended!

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Contact Us

Synergy Retirement Planning Strategies, L.L.C. - Jon Kroening
393 Red Cedar St. Ste. 4 Menomonie, WI 54751
Phone: (715) 231-2058
Fax: (715) 231-4744
Toll Free: (877) 881-2058
Email: jon.kroening@synergyretirementplanning.com

In the Same Building as DMV. Next to Mayo Clinic.

Where To Find Us

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Our Hours

Holiday Hours May Vary. Please Call For Details.

Monday: 9:00 AM - 4:30 PM
Tuesday: 9:00 AM - 4:30 PM
Wednesday: 9:00 AM - 4:30 PM
Thursday: 9:00 AM - 4:30 PM
Friday: 9:00 AM - 4:30 PM

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