In this special episode, David Vallieres is joined again by Jordann Andrusiak, and John McCarron team members at Synergy Capital Solutions. John splits his time between playing professional hockey and his financial career, currently studying for his CFP.  Today the team is taking the time to provide some explanation about some very important financial documents. 

Tune in now to learn how to you can ensure your wishes for your assets are adhered to incase the worst should happen.

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