Your Financial Plan-It

Your Financial Plan-It

By Synergy Capital SolutionsBusinessInvestingCareersManagement
Download on the App Store

Your Financial Plan-It episodes

  • Episode 1 – Meet Your Host, David Vallieres

    Welcome to the inaugural episode of Your Financial Plan-It Podcast! 

    In this episode, you will meet your host, David Vallieres, chief operating officer at Synergy Capital Solutions. Get to know David as he shares his firm’s financial-planning philosophy, how his role as a youth hockey coach influences his work, and more. 

    In this episode, you will learn:

    • About Synergy’s mandate when helping families and businesses  
    • Who David Vallieres is: his leadership role, financial career, hockey, and family 
    • David’s best recommendation for clients, family, and friends
    • And more!

    Tune in now to the first official episode of Your Financial Plan-It Podcast!

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

    20 min
  • Special Market Update 2 - COVID-19

    In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

    Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

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

    11 min
  • Special Market Update 1 - Why Investors Are More Prepared for a Market Crash Than You Might Expect

    In this special episode, you will meet your host David Vallieres, chief operating officer, and guest, Mark Burns, the CEO and lead portfolio manager of Synergy Capital Solutions. Listen in as they talk about the current market, the coronavirus effects, and how they help their clients during these stressful times.

    In this episode, you will learn:

    • How historical events have helped Synergy Capital Solutions prepare their clients for market fluctuations
    • Why today’s investors are more prepared for a market crash than in the past
    • Why the coronavirus is not the only thing that’s impacting the markets
    • Why it is important to have a strategic plan
    • What you can do to get through the market changes
    • And more!

    Tune in now to learn how the markets are being affected and what Synergy Capital Solutions does to help clients during tumultuous times!

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

    15 min

About Your Financial Plan-It

From the publisher's feed

Welcome to Your Financial Plan-It, a podcast hosted by the Synergy Capital Solutions team. This is the show that brings you portfolio, planning and financial solutions to help you build, grow, enjoy…