Hayden McCoy

CFE, CAMS, EA, CTC, CFP®

Synergy Wealthcare Solutions, LLC

Financial Planner & Tax Strategist

Hayden McCoy

CFE, CAMS, EA, CTC, CFP®

Synergy Wealthcare Solutions, LLC

Financial Planner & Tax Strategist

As a fee-only financial planner, I'm dedicated to helping my clients understand their personal finances, make tax-smart decisions, and invest wisely. - Hayden McCoy, CFE, CAMS, EA, CTC, CFP®

817-210-4009

Fee-Only financial & tax planner that works virtually, serving clients across the country

Hayden McCoy is a location independent, fee-only financial plannerSynergy Wealthcare Solutions, LLC specializes in combining the power of personal financial planning with advanced tax reduction strategies, inspiring clients to make tax-savvy decisions and use the savings to fund their dreams. As a fee-only, fiduciary, and independent financial advisor, Hayden McCoy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Hayden McCoy is a CERTIFIED FINANCIAL PLANNER™ , Enrolled Agent, and a Certified Tax Coach at Synergy Wealthcare Solutions, LLC.  Hayden has worked in the financial services industry her entire career, with experience in global banking, financial crime prevention, personal financial planning, and advanced tax planning.


For most people, the topics of tax and personal finance are either yawn-inducing, terrifying, or a little of both! But what if personal finance planning could help you save on taxes every year?  Suddenly, those topics become fascinating!

  • As a lover of numbers (and closet bean counter), I translate the complexity of finance and tax into language my clients understand.  You'll have peace of mind knowing what you're doing, why you're doing it, and how these decisions impact your future.
  • Most financial advisors can't give tax advice, and the majority of tax professionals aren't financial planners. in addition to being a Certified Financial Planner (CFP), I'm also an Enrolled Agent (EA).  This means I'm a federally-authorized tax practitioner who has unlimited rights to prepare taxes, as well as advise and represent taxpayers before all levels of the IRS.
  • Business owners, entrepreneurs, and investors can make the most of every dollar, and pay as little tax as legally possible with proactive tax planning.  As a Certified Tax Coach, I've received advanced training in finding legal deductions, credits, loopholes, and strategies to help clients pay less tax.  Fewer than 700 skilled professionals have achieved this designation in the United States.

Schedule your complimentary consultation today - I look forward to planning together at the speed of your life!

Hayden McCoy 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 Wealthcare Solutions is committed to providing high-quality financial and tax advice to help you achieve your financial goals, live your dreams, and experience peace of mind.

Hayden McCoy, CFP®, EA, synergizes the powers of tax reduction strategies with personal financial guidance, helping clients master their personal finances, make tax-savvy decisions, and invest wisely.  Her clients include business owners, entrepreneurs, investors, and professionals who desire to reap the wealth-building benefits of proactive financial and tax planning. As a location-independent planner, she utilizes technology to work virtually with clients across the country.

Hayden thrives on translating the complexity of finance and tax into understandable, practical advice.  Her focused expertise helps her clients make the most of every dollar, keep more of their earnings, and pay as little tax as legally possible.  Her firm’s service offerings include comprehensive financial planning, investment management, tax preparation, and advanced tax reduction strategies.  

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

Specialties

  • Comprehensive Financial Planning
  • Advanced Tax Reduction Strategies
  • Tax Preparation
  • Investment Management
  • Care Planning for Aging Parents

Ideal Clients

  • Generation X & Y
  • Millenials
  • Business Owners and Executives
  • Financial Planning for Women
  • Passive Investors

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • Add-On Service Options
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Hayden McCoy 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.

  • Certified Financial Planner (CFP)
    Hayden McCoy 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.

  • Enrolled Agent with the IRS (EA)
    Hayden McCoy is an Enrolled Agent with the IRS (Learn More)

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • CTC - Certified Tax Coach
    Hayden McCoy is a Certified Tax Coach (CTC)

    Certified Tax Coaches are tax professionals including CPAs, EAs, attorneys and financial service providers, with advanced training in proactive tax planning from The American Institute of Certified Tax Coaches. Certified Tax Coaches attend an intensive, three-day training academy to become knowledgeable in high impact, proactive tax planning strategies.

Contact Hayden McCoy

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Office Locations:

  • 201 University Oaks Blvd.
    Ste 540, #5032
    Round Rock, TX 78665

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