Your Financial Plan-It

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 … Continue reading Taking the Next Steps in Business — with Guest Daniel Alfredson →

When it comes to your finances, it takes a team to drive the ship. At Synergy Capital Solutions, we’ve built a team that has the answers to your questions and your best interest in mind.  In this episode, David Vallieres is joined by Norton Stern, Anne Iwasko, Lisa Inman and Jeff Royse as he introduces … Continue reading The Trusted Team →

When it comes to your investments, knowing the terms and phrases that your advisor is talking about can be very helpful. David Vallieres is joined by Eric Nahat as they go back to basics with investment terms. Whether your investment knowledge is general or advanced, David and Eric are here to answer your questions.  In … Continue reading Investing 101: Back to Basics →

When it comes to your finances, it is inevitable that you will have questions. Likely, your questions are common, and we’ve got the answers you’re looking for.  David Vallieres is joined by Jordann Andrusiak, Norton Stern, and Jeff Allen to answer your frequently asked questions about financial planning,  In this episode, you will learn: Whether … Continue reading Answering Your Frequently Asked Questions →

A special needs trust is a specialized type of trust that is designed to provide services to help a beneficiary with a disability to obtain benefits and enjoy an increased quality of life. In this episode of Your Financial-Plan It, David Vallieres is joined again by Bill Brown to continue their series on estate planning, … Continue reading A Deep Dive into Special Needs Trusts – With Bill Brown →

One of the more intricate aspects of estate planning is wealth transfer. But what really is wealth transfer and how does it work?  In this episode of Your Financial-Plan It, David Vallieres is joined again by Mark and Alex Burns to take a deep dive into estate planning and a deeper dive into wealth transfer. … Continue reading Considerations for Estate Planning — with Mark and Alex Burns →

It’s no secret that COVID-19 caused some big drops in the market, but recently, the rates seem to be picking up. In this special market update episode of Your Financial-Plan It, David Vallieres is joined by Mark Burns and Eric Nahat to discuss and update you on several market aspects that have been impacted by … Continue reading Analyzing the Economy Amidst COVID-19 – With Guests Mark Burns and Eric Nahat →

Have you ever heard estate planning success stories? In this episode, David Vallieres is joined again by Norton Stern to share stories of how estate planning has added value to family’s lives and addressed their biggest concerns.  In this episode, you will learn: Reasons to work with a fiduciary advisor The pros and cons of … Continue reading Helping Families Through Estate Planning with Norton Stern →

Have you ever heard estate planning success stories? In this episode, David Vallieres is joined again by Norton Stern to share stories of how estate planning has added value to family’s lives and addressed their biggest concerns.  In this episode, you will learn: Reasons to work with a fiduciary advisor The pros and cons of … Continue reading Helping Families Through Estate Planning with Norton Stern →

In this special episode, David Vallieres is joined again by Mark Burns, CEO of Synergy Capital Solutions and Director of the Synergy Investment Committee. Today, Mark takes a deep dive into what goes into the portfolio construction of a well-versed financial plan.   Tune in now to learn how Synergy Capital Solutions takes the time to … Continue reading Constructing a Well-Versed Financial Plan →