Jeff Ackler, CFP with Synergy Wealth Alliance

Jeff Ackler, CFP with Synergy Wealth Alliance Welcome, I’m Jeff Ackler, CERTIFIED FINANCIAL PLANNER™ Practitioner and Founder of Wealth Realm. Join us now at no cost!

We understand that individuals face unique challenges as they build wealth, plan for the future, and enjoy retirement. We can help take the mystery out of preparing for tomorrow and living for today. Whether your goals include preparing for or managing wealth in retirement, saving for college, or preparing your estate plan, our personalized service focuses on your needs, wants, and financial goals

and objectives. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.mywealthrealm.com. Securities offered through LPL Financial, Member FINRA/SIPC. finra.org sipc.org
Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Wealth Realm, Merit Financial Group and Merit Wealth Advisors are separate entities from LPL Financial. The SmartVestor Program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Wealth Realm or LPL.

If you're in the Greater Orlando area and wondering whether your retirement plan is actually on track — this page is for...
06/06/2026

If you're in the Greater Orlando area and wondering whether your retirement plan is actually on track — this page is for you.

I'm Jeff Ackler, a CERTIFIED FINANCIAL PLANNER® with nearly 40 years of experience serving Central Florida families. My partner Isabel Ortiz, CFP® | CES™, and I work together on retirement and estate planning for people who want real answers, not a sales pitch.

We're fiduciaries — which means we're legally required to put your interests first. Always.

We have offices in Maitland, Tavares, South Orlando, and Altamonte Springs, and we work with clients virtually anywhere in the country. Client accounts are held at LPL Financial and Fidelity Investments.

If you'd like a free 15-minute conversation, you can book directly here:
👉 https://oncehub.com/PhoneMeetingIsabelOrtizCFP

Or call/text: (407) 584-5444

Hello! I'm glad you're here.This is our opportunity to talk via phone about why you reached out to us & to answer any questions you have. We'll discuss any next steps or meetings at that time.I am a SmartVestor Pro, that can help with retirement planning, investment management, college savings,....

Business owners should consider a succession plan sooner rather than later.
04/06/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
04/05/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Tax freedom day: the day you begin earning money for yourself.
04/04/2026

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

Have a strategy for discussing healthcare with your parents.
04/03/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
04/02/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
04/01/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
03/31/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Assets minus liabilities = net worth. When was the last time you calculated yours?
03/30/2026

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
03/29/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

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1060 MAITLAND CENTER COMMONS, STE 365
Maitland, FL
32751

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