Tag Archives: Business

Staying Connected as a Team

October 1, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Jordann Andrusiak, Mark Burns, Norton Stern, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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

Resources: Synergy Capital Solutions

Podcast: Play in new window | Download | Embed

Taking the Next Steps in Business — with Guest Daniel Alfredson

September 16, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Eric Nahat, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com

Podcast: Play in new window | Download | Embed

The Trusted Team

September 2, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Eric Nahat, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com

Podcast: Play in new window | Download | Embed

Investing 101: Back to Basics

August 7, 2020Financial, Financial Planning, Investing, InvestmentsBusiness, David Vallieres, Economy, Eric Nahat, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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 this episode, you will learn:

Key investing phrases and terms
Many different kinds of stocks available
Various investment terms, what they mean and how they work
And more!

Tune in to learn valuable information and language about investments!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com

Podcast: Play in new window | Download | Embed

Answering Your Frequently Asked Questions

July 23, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Markets, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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

Podcast: Play in new window | Download | Embed

A Deep Dive into Special Needs Trusts – With Bill Brown

July 8, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Markets, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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

Podcast: Play in new window | Download | Embed

Considerations for Estate Planning — with Mark and Alex Burns

June 24, 2020Financial, Financial Planning, Investing, InvestmentsBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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.

In this episode, you will learn:

What estate planning is and the goals of wealth transfer
The two key areas of focus for Synergy Capital Solutions when it comes to wealth transfer
Why it’s important to review estate plans regularly
How a wealth transfer plan can benefit business owners
And more!

Tune in to do a deep dive on wealth transfer!

Resources: Synergy Capital Solutions

Podcast: Play in new window | Download | Embed

Analyzing the Economy Amidst COVID-19 – With Guests Mark Burns and Eric Nahat

June 19, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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 the pandemic.

In this episode, you will learn:

How the downward economic trends impacted markets, bonds, and investments
How fiscal government policies supported financial re-opening
How financial plans and emergency funds can ease the recovery process
Some predictions for a possible second COVID-19 wave
And more!

Tune in to learn how the economic stimulus can help the markets recover more quickly.

Resources: Synergy Capital Solutions

Podcast: Play in new window | Download | Embed

Helping Families Through Estate Planning with Norton Stern

June 10, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Norton E. Stern, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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 having an institutional vs. known trustee
Stories of estate planning successes
How often to review your trust

Tune in now to hear estate planning successes!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com

Podcast: Play in new window | Download | Embed

Constructing a Well-Versed Financial Plan

June 5, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Financial Lessons, Financial Planning, Investments, Mark Burns, Market changes, Market Fluctuations, Markets, Personal Finance, Preparation, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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 do the research to find the best possible solutions for their clients.

Resources:

Synergy Capital Solutions| David Vallieres on LinkedIn | Mark Burns on LinkedIn

Podcast: Play in new window | Download | Embed