Your Financial Plan-It

Episode 10 - Taking the Next Steps in Business — with Guest Daniel Alfredson


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Is it time to make a change in your professional or business life? 

David Vallieres is joined by Daniel Alfredson, Vice President of Client Services at Synergy Capital Solutions to discuss the tough questions that need to be answered when starting, expanding or exiting your business

In this episode, you will learn:

  • The types of businesses that Synergy Capital Solutions works with
  • What questions you need to ask yourself before starting your business
  • How the Synergy team can help with your exit strategy
  • And more!

Tune in to learn valuable information about starting your own, expanding, or exiting your business!

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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Your Financial Plan-ItBy Synergy Capital Solutions