Tag Archives: David Vallieres

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

May 27, 2022Financial, Financial Planning, Investing, Investments, UncategorizedBenefits, David Vallieres, Financial, Planning, Retirement Planning, Social Security, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

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:

David Vallieres
Synergy Capital Solutions
Email at: hello@synergycapitalsolutions.com

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.

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2022 Q1 Market Update With Eric Nahat

April 29, 2022Financial, Financial Planning, Investing, Investments, UncategorizedBonds, David Vallieres, Eric Nahat, Fixed Income, Market, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

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:

David Vallieres
Synergy Capital Solutions
Email at: hello@synergycapitalsolutions.com

Connect With Eric Nahat:

LinkedIn: 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.

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

March 25, 2022Financial, Financial Planning, Investing, InvestmentsCareer, Children, David Vallieres, Financial Advisors, Financial Literacy, Financial Planning, Life Planning, Synergy Capital Solutions, Women, Your Financial Plan-ItAnne Iwasko

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:

David Vallieres
Synergy Capital Solutions
Email at: hello@synergycapitalsolutions.com

Connect With Sarah Zvekan:

LinkedIn: 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.

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

February 25, 2022Financial, Financial Planning, Investing, InvestmentsDavid Vallieres, Financial Advisors, Financial Planning, Life Planning, Mark Burns, Sarah Zvekan, Synergy Capital Solutions, Tax Planning, Taxes, Your Financial Plan-ItAnne Iwasko

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:

LinkedIn: Mark Burns

Connect With Sarah Zvekan:

LinkedIn: Sarah Zvekan

Connect with David Vallieres:

David Vallieres
Synergy Capital Solutions
Email at: hello@synergycapitalsolutions.com

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.

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Financial Concerns Changing with Age With Norton Stern

February 11, 2022Financial, Financial Planning, Investing, InvestmentsBusiness, Clients, David Vallieres, Financial Advisors, Financial Freedom, Financial Literacy, Financial Planning, Life Planning, Market changes, Norton Stern, Podcast, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

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:

Synergy Capital Solutions

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.

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

December 31, 2021Financial, Financial Planning, Investing, Investments2021 wrap up, 2022 predictions, David Vallieres, Eric Nahat, Financial Advisors, Financial Literacy, Financial Planning, Investment Decisions, Life Planning, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

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

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Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat

November 26, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Eric Nahat, ESG, Financial Advisors, Financial Literacy, Financial Planning, Investment Decisions, Jeff Allen, Life Planning, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

More and more investors are making decisions based on non-financial factors. These factors may have an even larger impact on your investments than the finances.

In this episode, David Vallieres is joined by Jeff Allen, director of planning solutions, and Eric Nahat, advisor and director of the investment committee at Synergy Capital Solutions. David, Jeff and Eric discuss why ESGs are becoming so popular, take a look into the history of ESGs, and discuss where they think they may be going in the future. They also share why you may want to consider a company’s ESG files before investing.

David, Jeff, and Eric discuss:

The different aspects of ESG investing
Why investors are looking into company’s ESGs before deciding to invest
The history behind ESGs and where they may go in the future
And more!

Connect with David Vallieres:

Connect with Jeff Allen

Connect with Eric Nahat

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Women and Wealth: How DEI Leads to Profitability with Leslie Davis

November 12, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, DEI, Diversity, Equity, Inclusion, Jordan Andrusiak, Law, Leslie Davis, NAMWOLF, Synergy Capital Solutions, Women, Your Financial Plan-ItAnne Iwasko

In addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable.

In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National Association of Minority & Women Owned Law Firms (NAMWOLF). They discuss how Synergy Capital Solutions and NAMWOLF aim to achieve their common goal of helping women and other minorities thrive in the legal profession and beyond.

Leslie discusses:

How you can tap into NAMWOLF’s country-wide network of first rate law firms
NAMWOLF’s comprehensive vetting process for its member law firms
How DEI drives efficiencies and leads to more creative solutions
And more!

Connect with David Vallieres:

Connect with Jordann Andrusiak:

LinkedIn: Jordann Andrusiak

About Our Guest:

Leslie Davis, the CEO of the National Association of Minority & Women Owned Law Firms (NAMWOLF), is reputed as a business strategist with deep legal knowledge and ability to align business, operations, and strategies to meet key objectives while supporting growth. She delivers significant financial impact to organizations by identifying opportunities to drive business forward. Leslie is a respected leader and trusted advisor with a strong business mindset and legal background providing a foundation for driving business objectives in competitive environments. The leadership she brings results in meeting goals while enjoying collaborative team dynamics and enhanced organizational engagement and culture.

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Economic Trends and Market Updates for 2021 – Q4 and Beyond With Eric Nahat

October 1, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Economic Trends, Equity, Eric Nahat, Fixed Income, Investment, Market Updates, Portfolio Management, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

If you are curious about the latest economic trends and future market expectations (both for equities and fixed income), then this episode is for you!

In this episode, David Vallieres and Eric Nahat provide key performance statistics for the markets in the first 3 quarters of 2021, and share insights into what investors should expect in 2021-Q4 and beyond.

David and Eric discuss:

How the Delta Variant and supply chain pressures are affecting the global economy
The potential impact of Federal Reserve’s “tapering” on inflation
Why international investors should be careful of China’s highly leveraged housing sector
And more!

Connect With David Vallieres:

Connect With Eric Nahat:

LinkedIn: Eric Nahat

About Our Guest:

Eric 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. With a master’s degree in business administration from the University of Michigan, Eric also holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses.

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Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak

September 17, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Diversity, Inclusion, Jordann Andrusiak, Law, NAMWOLF, Synergy Capital Solutions, Wealth Management, Women, Your Financial Plan-ItAnne Iwasko

At Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion.

As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profession.

In this episode, David Vallieres and Jordann Andrusiak discuss what NAMWOLF is all about, the different benefits it offers to its members, and the synergy created for clients through their partnership with NAMWOLF.

David and Jordann discuss:

NAMWOLF’s core mission and vision
How you can easily become a member of NAMWOLF
The types of financial services provided specifically to NAMWOLF members
How small- and medium-sized business owners can promote DEI within their business
And more!

Resources:

The National Association of Minority & Women Owned Law Firms (NAMWOLF)

Connect With David Vallieres:

Connect With Jordann Andrusiak:

LinkedIn: Jordan Andrusiak

About Our Guest:

Jordann Andrusiak, CFP®, holds dual roles as an advisor and the director of business solutions. As an Advisor, Jordann works with individuals and families to help them achieve their financial goals. She works to enhance their client experience through relationship management, investment planning and asset-management strategies. She is also a part of the Synergy Investment Committee. As Director of Business Solutions, she strives to evolve and grow the practice through cultivation of the advisory team and overall firm best practices alongside the COO.

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