Your Financial Plan-It

Tax Day for your 2020 taxes has returned to April 15th this year, after a year of shifted deadlines and uncertainty with COVID-19. Are you prepared for this tax season? What will be different when it comes to filing your 2020 taxes?

In this episode, David Vallieres is joined by Alex Burns, John McCarron, and Lisa Inman to discuss 2020 taxes and how you can prepare for this upcoming tax season. 

In this episode, you will learn:

• Ways you can begin to prepare for the 2020 tax season
• How the CARES Act will impact your 2020 taxes
• Whether you should be maxing out your retirement accounts this year
• How Synergy can help you this tax season — and why it’s imperative to coordinate with your tax professional
• What you should be asking of your tax professional
• And more!

Tune in to hear from the Synergy Capital Solutions team to start preparing for the 2020 tax season!

Resources: Synergy Capital Solutions | David Vallieres | Alex Burns | John McCarron

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

Financial advisors, tax advisors, estate attorneys – there are just so many people you may have to deal with when developing a holistic plan for your finances.

Wouldn’t it be so much better if they could collaborate with each other?

In this episode, David Vallieres, Jordann Andrusiak and Norton Stern from Synergy Capital Solutions are joined by Matt Caplan from Dawn Divorce Attorneys for Women. They discuss how advisors can work closely with attorneys and other professionals to better serve their clients.

In this episode, you will learn:

• The importance of having a solid understanding of your finances
• How advisors and lawyers can work together to help their clients have an effective plan in place
• Why you should always look towards the future and ask “What do I do next?”
• How COVID-19 has increased the need for legal and financial help
• Synergy Capital Solution’s plans for an all-new series in 2021
• And more!

Tune in now to learn how you can optimize your financial situation through collaborations with professionals.

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Synergy Capital Solutions Podcasts | Email at: [email protected] | Dawn Divorce Attorneys for Women

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

After the stock market peaked at the end of 2020, the investing momentum has continued into this new year!

So, are you ready to kickstart 2021? Do you have a robust plan in place?

In this episode, David Vallieres is joined by his fellow investment committee members at Synergy Capital Solutions, Jordann Andrusiak and Eric Nahat. They discuss the key market trends you can expect over the coming months, and how you can adjust your plan to fully harness the opportunities that 2021 has to offer!

In this episode, you will learn:

• The expected recovery trends for the markets going forward
• How the elections, both at the presidential level and Georgia Senate run-off, affect the markets
• Ways in which interest rates are expected to influence fixed-income investments
• Why you should always focus on long-term investment planning
• And more!

Listen now to learn more about the expected market trends, as further updates about the elections and COVID-19 unfold!

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Eric Nahat | Synergy Capital Solutions Podcasts | Email at: [email protected]

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

Do you know who the person is that is navigating your team to success? 

In this episode, David Vallieres speaks with Jordann Andrusiak, Bill Brown and Norton Stern as they discuss how they take on the primary responsibility as the quarterback calling the shots. They discuss the systematic process of leading advisors and professionals to achieve the clients’ goals.

In this episode, you will learn:

• What it means to collaborate with other professionals to get the best results for your clients
• How we work and collaborate with other advisors
• How we take the lead to overcome challenges
• What expectations we hold for the CPAs, attorneys or other professionals that we have partnerships with
• And more!

Tune in now to learn more about who is in charge of the group marching you down the field. 

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Bill Brown 

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

With market highs in February, a severe drop in March and now a great recovery again in November – 2020 has seen some extremely volatile market behavior. As it is coming to an end, it is important to plan for the future!

In this episode, David Vallieres is joined by colleague Mark Burns to discuss how COVID and the recent elections have affected the market. They provide several meaningful insights into how you can proactively adjust your financial plan to the anticipated future changes in 2021.

In this episode, you will learn:

• The key transition periods during 2020 and how to prepare for year end
• Ways in which the elections affect you from a regulatory and a tax standpoint
• How technology has impacted the marketplace, the workforce and the clients
• What’s around the corner for 2021 and your next steps going forward
• And more!

Tune in now to learn how you can enter 2021 with a solid long-term plan to better manage your finances!

Resources: Synergy Capital Solutions | David Vallieres | Mark Burns | Email at: [email protected]

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

How will the markets prevail through the fallout from the 2020 presidential election?

In this episode, David Vallieres and Eric Nahat discuss the impact this historic election and results have had on the market. David and Eric dig through the noise and talk about what they have seen over the past week of dissension from a market perspective.

In this episode, you will learn:

• How the noise and lawsuits around this election may affect the market
• Why a divided government historically has had a positive effect on the market
• Why this can be an emotional time for investors and clients with the interim uncertainty
• What is driving the federal reserve
• And more!

Tune in now to learn more about how the results of the election are impacting the market.

Resources: Synergy Capital Solutions | David Vallieres | Eric Nahat

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

Collaboration and teamwork are what sets Synergy Capital Solutions apart. 

In this episode, David Vallieres speaks with team members Norton Stern, Mark Burns and Jordann Andrusiak to provide a picture of the people who work together on behalf of the Synergy Capital Solutions client experience.

In this episode, you will learn:

• How Mark and Norton brought their businesses together to create Synergy Capital Solutions
• How Synergy Capital Solutions works to serve their advisors and relationship managers
• How the clients benefit from having a collaborative team approach
• And more!

Tune in to learn more on the strength of the team!

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

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.

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 to you the team behind the scenes that are committed to helping you create your financial plan.

In this episode, you will learn:

• The role the service team plays in the office functions
• How Synergy Capital Solutions creates a  seamless experience between client and advisor
• Who tracks and monitors your accounts on a regular basis
• Why it’s important to have a trusted team on your side
• And more!

From scheduling and marketing, to client concierge, tune in as David, Norton, Lisa, Anne and Jeff give you insight into  the office breakdown!

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

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, and to discuss special needs trusts with a very special personal story.

In this episode, you will learn:

• What a special needs trust is and who it helps
• The benefits and potential drawbacks of this type of trust
• The different types of special needs trusts
• Bill’s personal connection with special needs trusts
• And more!

Tune in to learn how a special needs trust can increase quality of life in applicable situations!

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