In this episode of Your Financial Plan-It, Synergy Capital Solutions Advisors Alex Burns, CFP®, and Brennan M. Ifkovits share their tips for year-end planning and share how to prepare for 2025.

The end of the year can be a busy time for many, but it's important to take a moment to reset and realign your financial plan while planning ahead for the new year.

Topics of discussion include:

-Specific areas to look at within your plan before the year ends

-Planning for 2025 and what to prepare for

-Looking at how your goals translate to your plan

For personalized guidance tailored to your specific financial circumstances and goals, speak to one of our advisors at Synergy Capital Solutions to help you develop a comprehensive budgeting strategy aligned with your objectives.

synergycapitalsolutions.com

[email protected]

(888) 363-4546

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