About Synergy Retirement Group

Synergy Retirement Group, is a financial services firm located in Ormond Beach Florida. Our main goal is to educate retirees and pre-retirees about the significance of proper retirement income planning. By starting your retirement planning early, you have the potential to achieve a lifestyle that enables you to pursue your unique goals and dreams. Regardless of whether you’re already retired or just starting your career, we prioritize protecting your retirement savings and lifestyle above all else. We believe that it’s never too late or too early to implement financial strategies and solutions that can guide you toward a long, safe, and sustainable retirement.

Ray Copeland

Founder, Synergy Retirement Group

I have dedicated almost a decade to financial services, following a successful corporate career.

My passion lies in helping clients make the transition into retirement and guiding them through the process. I believe that early preparation is key to ensuring a worry-free retirement and it brings me great joy to see my clients feeling secure about their future. My motivation comes from a desire to meet the individual needs of every client I work with.

As a proud father and grandfather, I cherish spending time with my loved ones and enjoy the simple pleasures of kayaking, hiking, and camping with close friends.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.