Tag Archives: David Vallieres

FEATURED IMAGE

Planning For The Costs of College With Sarah Zvekan



According to CNBC, a college education is now the second largest expense that an individual is going to make in a lifetime. With college costs increasing, more families know they have to have a plan to pay for college than ever before.

In this episode, David Vallieres talks with Sarah Zvekan, to explain how parents can begin to plan for the costs of college. She also shares some tips for navigating this expensive event in a cost efficient manner. 

Sarah discusses:

  • The value in allowing your kids to contribute to their college fees
  • Why it’s worth checking if you qualify for financial aid
  • The benefits of gifting stocks to your children for college expenses
  • Reasons why you should try to avoid private loans
  • How to plan for education costs for different age groups
  • And more

Connect with David Vallieres:

Connect With Sarah Zvekan:

About Our Guest:

Sarah Zvekan delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients to accomplish their goals.




FEATURED IMAGE

Controlling Your Budget and Spending With Alex Burns, CFP®



It is vital to control your finances with all the uncertainty in the markets.

In this episode, David Vallieres talks with Alex Burns, an advisor at Synergy Capital Solutions. Alex explains the importance of controlling your spending and details how your savings should be organized for the short, medium, and long term.

Alex discusses:

  • What can be truly controlled by investors
  • The three-step process of saving
  • Why time in the market is better than timing the market
  • And more

Connect With Alex Burns:

Connect With David Vallieres:

About Our Guest:

Alex Burns, CFP®, began his business career as a sales account manager for Symantec Corporation and its subsidiary Veritas. He brings deep database knowledge to Synergy Capital Solutions and enjoys working alongside his father, mother and sister. He earned a bachelor’s degree in communications from Michigan State University.




FEATURED IMAGE

2022 Q2 Market Update With Eric Nahat



It can help to focus on logic and long term planning since the markets are constantly changing.

In this episode, David Vallieres talks with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions about the second quarter of 2022. They discuss the possible economic indicators and their impacts on the economy. While explaining their market projections in the face of a possible recession in the short term.

Eric discusses:

  • How GDP numbers for the first quarter shocked to the downside
  • Five ways the odds of a recession are rising
  • A recap of what’s been happening with the performance of the markets
  • What’s next for equities
  • And more

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric Nahat holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection.




FEATURED IMAGE

The Growing Business of Insurance with Dr. Jeffrey Allen, CFP®



When it comes to financial planning, insurance is a necessary evil in planning for your future. 

In this episode, David Vallieres chats once more with Dr. Jeffrey Allen, CFP®, on insurance and risk management within financial planning while discussing options for long term coverage.

Dr. Jeffrey discusses:

  • How he mitigates risk for his clients
  • The different types of insurance
  • Long term care insurance options
  • And more

Connect with David Vallieres:

About Our Guest:

Dr. Jeffrey Allen, CFP®, entered the financial service industry 15 years ago following his vast experience in the medical industry. Jeff is our team specialist in working with medical practices, closely held corporations and families to provide wealth management solutions. He focuses on developing a coordinated wealth creation and preservation plan to help with investment planning issues often encountered by medical professionals. As a certified physician, Jeff brings a distinct perspective and experience to these client needs.


FEATURED IMAGE

Integrating Social Security Into Your Planning Process With Dr. Jeffrey Allen, CFP®



Having a solid understanding of Social Security is vital to supporting a successful wealth strategy. It helps to have a clear picture of when to start collecting and how much you will be receiving to maximize your benefits and retirement.

In this episode of Your Financial Plan-It, David Vallieres chats with Dr. Jeffrey Allen, CFP®, to discuss the importance of your Social Security and the benefits to integrating it into your planning process.

Dr. Jeffrey discusses:

  • A overview of Social Security
  • The benefits of Social Security
  • What are survivor benefits and how it works
  • And more

Connect With David Vallieres:

About Our guest:

Jeff entered the financial service industry 15 years ago following his vast experience in the medical industry. Jeff is our team specialist in working with medical practices, closely held corporations and families to provide wealth management solutions. He focuses on developing a coordinated wealth creation and preservation plan to help with investment planning issues often encountered by medical professionals. As a certified physician, Jeff brings a distinct perspective and experience to these client needs. 




FEATURED IMAGE

2022 Q1 Market Update With Eric Nahat



There is always going to be uncertainty in the market with all the moving parts, not only within the economy but equities and fixed income.

In this episode, David Vallieres chats with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions to provide you with a 2022 quarter one market update. They also share what could lie ahead in the market for the next quarter.

Eric discusses:

  • A quick recap of what’s been happening in the market this year
  • What he is seeing ahead for equities and why diversification is important
  • Why fixed income has had a tough start to the year
  • And more

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric Nahat holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection.




FEATURED IMAGE

Honoring Women in Finance for International Women’s Month With Sarah Zvekan



Women now control about a third of the world’s wealth and over half of the wealth in the United States. A lot has changed over the years and we want to take the time to recognize the work from generations of women.

In this episode, David Vallieres chats with Sarah Zvekan financial advisor at Synergy Capital Solutions about the importance of women in the financial industry, and the impacts that they have had. Sarah also talks about planning your taxes for charitable giving.

David and Sarah discuss:

  • Her observations as a woman in finance 
  • Women in philanthropy
  • Tax planning for philanthropic and charitable giving
  • And more

Connect with David Vallieres:

Connect With Sarah Zvekan:

About Our Guest:

Sarah Zvekan delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients to accomplish their goals.

 


DO NOT USE

Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan



Tax season is on the horizon once again but, if you think about taxes all year round it doesn’t have to be such a burden at this particular time of year.

In this episode, David Vallieres speaks with Mark Burns, CFP®, CIMA®, chief executive officer and investment officer and Sarah Zvekan financial advisor at Synergy Capital Solutions. They discuss how to prepare for tax season, creating retirement plans that clients can be excited about, and the importance of investment planning.

Mark and Sarah discuss:

  • Building a stable cash flow plan for after retirement to mitigate risk
  • Creating retirement plans that are client oriented and help clients visualize an end goal
  • Investment planning and the importance in creating a diverse portfolio of well managed assets 
  • Passing down your values and your wealth to your family through wealth transfer planning
  • And more

Connect with Mark Burns:

Connect With Sarah Zvekan:

Connect with David Vallieres:

About Our Guests:

Mark Burns began his financial services career in 1982 and quickly became a widely recognized advisor for Wells Fargo Advisors and its predecessor firms. Mark focuses on investment planning and consulting, in addition to overseeing the asset management process. He spearheads the Synergy Investment Committee which manages client portfolios on discretion using Synergy Strategy Portfolios. Mark believes continuing education enhances Synergy’s advisory services and investment strategies. 

Sarah Zvekan delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients to accomplish their goals.


FEATURED IMAGE

Financial Concerns Changing with Age With Norton Stern



Part of the role of a good financial advisor is to be able to change with your clients and meet their needs to relieve their concerns. 

Your market advisor should be able to identify those concerns and create a plan of action based on that information.

In this episode, David Vallieres talks to Norton Stern, advisor at Synergy Capital Solutions to discuss the financial setbacks he’s seen within his career and how he was able to manage them. Plus, how his financial outlook has changed as he aged.

David and Norton discuss:

  • How he is adapting to financial concerns to prepare his clients for potential issues
  • Modern technology and its potential misuses in the future
  • The different mindsets of clients based on their age 
  • And more!

Connect with David Vallieres:

Connect with Norton Stern:

About Our guest:

Norton Stern assists Synergy Capital Solutions as a specialist in institutions and charitable foundations. He began his financial services career in 1969 creating a diverse and multi-layered scope of experience. He also works with individuals and families to continually monitor and provide individualized plans. Prior to joining Synergy’s predecessor firm, he was the registered principal and president of Franklin Financial Investments, LLC. Norton holds the Series 1, 24, 63, 65 licenses along with Life, Health and Accident, and Variable Annuities Insurance licenses.

 


FEATURED IMAGE

A Look Back on 2021 and Forward to 2022 with Eric Nahat



2021 was a year with a lot of ups and downs. COVID-19 affected day-to-day life and many financial decisions. 

But, even though 2021 was unpredictable, 2022 is right around the corner with new economic predictions and opportunities.

In this episode, David Vallieres is joined by Eric Nahat, director of the investment committee at Synergy Capital Solutions, to discuss a market wrap-up of 2021, and what to expect in 2022. 

David and Eric discuss:

  • What’s next for the economy
  • Stocks and equities in 2021 and what to expect in 2022
  • 2021’s fixed income and bonds, and what’s around the corner in the new year
  • And more!

Connect with David Vallieres:

Connect with Eric Nahat