Doug Bellfy

CFP®, AFC®, MBA

Synergy Financial Planning

Financial Advisor

Contact Me

Doug Bellfy

CFP®, AFC®, MBA

Synergy Financial Planning

Financial Advisor

"I believe that financial planning is a positive, powerful tool for changing lives and that it should be accessible to everyone regardless of net worth or investment amounts. As a fee-only and fiduciary financial planner, my focus is to offer unbiased financial advice, in your best interest, to help you achieve your life goals." - Doug Bellfy, CFP®, AFC®, MBA

Contact Me

(860) 430-1808

Website

Fee Only. No Minimums. No Product Sales. Fiduciary Advice 100% of the Time.

Doug Bellfy is a Connecticut (and nationwide through virtual planning) fee-only financial planner.  Synergy Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Doug Bellfy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice in his clients' best interest.

I’ve always had a passion for financial planning for as far back as I can remember. I received my bachelor’s degree in engineering and started down that career track. But I continued to move toward the business world by earning a masters degree in management & finance while working during the day. After receiving my MBA, I started managing business divisions in large companies, but still could not stop the financial planning field from calling to me.    

After more than 20 years of corporate leadership positions, I decided to take my career in a different direction to fulfill my passion fully. I returned to college again to complete the educational requirements, passed the CFP® examination and fulfilled the required years of relevant experience. Now, as a CERTIFIED FINANCIAL PLANNER™ professional, I’m able to bring high quality and affordable financial advice to everyone the way I always wanted; with no minimum asset requirements, no commissions and no product sales of any kind. To achieve my goal of financial planning made convenient and available for all, I travel to local clients and offer virtual planning options for others.  

In addition to running my planning practice, I am an adjunct professor at Central Connecticut State University, teaching courses in Personal Finance, Insurance and Personal Financial Planning.  

My wife and I have lived in New England almost all our lives and enjoy taking advantage of everything the region has to offer. I’m also an active member of the Garrett Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Past Treasurer and Director of the Meriden/Wallingford United Way.  

Doug Bellfy is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Synergy Financial Planning is a fee-only, fiduciary practice providing financial advice to clients in all stages of their lives, regardless of net worth or investment amounts.

 We offer advice and guidance in a broad range of financial planning areas, which include:

* Retirement planning and lifestyle projections 
* Spending in retirement
* College funding
* Getting out of debt/Budgeting
* Risk Analysis (Insurance) 
* Investment advice and portfolio design 
* Tax efficient investing 
* Second opinions
* Planning for early retirement 
* Financial planning after the loss of a spouse

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement planning and lifestyle projections
  • Financial planning after the loss of a spouse
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Getting out of Debt/Budgeting
  • Second opinions

Ideal Clients

  • Retirees and Near Retirees
  • Guidance for DIY Investors
  • Growing Families
  • Business Owners and Executives
  • Widows/Widowers
  • New in Career

Working Together

  • Home Visits for Local Clients
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Doug Bellfy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Accredited Financial Counselor® (AFC®)
    Doug Bellfy is an Accredited Financial Counselor® (AFC®)

    AFC® certification is the standard — training professionals to guide clients through life-cycle financial education to help them realize their goals and achieve lasting financial well-being.
    Abilities of the AFC:
    -Educate clients in sound financial principles.
    -Assist clients in the process of overcoming their financial indebtedness.
    -Help clients identify and modify ineffective money management behaviors.
    -Guide clients in developing successful strategies for achieving their financial goals.
    -Support clients as they work through their financial challenges and opportunities.
    -Help clients develop new perspectives on the dynamics of money in relation to family, friends and individual self-esteem.

  • National Association of Personal Financial Advisors (NAPFA)
    Doug Bellfy is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Garrett Planning Network - GPN
    Doug Bellfy is a member of the Garrett Planning Network. Click here to learn more.

    Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

Contact Doug Bellfy

(860) 430-1808

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Office Locations:

  • Windsor, CT 06095

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a Fee-Only SEC registered investment advisor.  Tel: (910) FEE-ONLY.   Synergy Financial Planning may offer investment advisory services in the State of Connecticut and in other jurisdictions where exempted.    Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

 

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