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 | hello@synergycapitalsolutions.com