Monthly Archives: July 2020


Answering Your Frequently Asked Questions

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 you should focus on investing or paying down debts
  • Some tips for saving for retirement
  • The difference between various education savings plans
  • Why it’s important for your family to be involved in financial planning
  • And more!

From short and long term investments, to retirement planning, wealth, and education, tune in as David, Jordann, Norton, and Jeff answer your questions!

Resources:  Synergy Capital Solutions |


A Deep Dive into Special Needs Trusts – With Bill Brown

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!

Resources:  Synergy Capital Solutions