Tag Archives: Financial Planning

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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:

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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.




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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.


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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.

 


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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.


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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.

 


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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


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



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: Planning for Retirement With Margie, Pat, and Marla



A lot of women often rely heavily on their spouse to take care of the finances.

Remember, doing so can significantly affect you at a later stage in your life.

In part three of the Women and Wealth series, David Vallieres and Jordann Andrusiak are joined by Margie, Pat, and Marla, all of whom are in the retirement phase of their lives. They discuss the importance of taking hold of your finances and developing financial literacy early on in life.

The guests discuss:

  • How they navigated their financial complexities during the death of their spouse
  • How an advisor can ease your financial burden during unforeseen life circumstances
  • Why you need to discuss your finances with your children
  • Financial decisions that might keep you up at night if you have not planned for them
  • And more!

Connect With David Vallieres:

Connect With Jordann Andrusiak:


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Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah



Welcome to part 2 of our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women.

In part two of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share what they wish they could’ve told their younger selves regarding finances.

You will learn:

  • How to balance your finances based on your priorities
  • How being concentrated now can help you make better decisions when you’re older
  • Why you need to slow down and put a financial plan in place
  • And more!

Tune in to learn these womens mistakes and how you can avoid them for yourself!

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Email at: hello@synergycapitalsolutions.com | Amanda Dorio | Denise Gergley | Hannah Haley | Silver Spoon Kids : How Successful Parents Raise Responsible Children


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Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah



Welcome to our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women.

In part one of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share the major expenses they are facing, how they deal with them, and steps they are taking to secure their financial future.

You will learn:

  • Why certain major financial decisions might keep you up at night if you haven’t planned for them
  • How an advisor can help you make informed, data-driven decisions
  • Tips to raise your children to be financially responsible
  • And more!

Tune in to learn how you can navigate the financial complexities at different stages of your life!

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Email at: hello@synergycapitalsolutions.com | Amanda Dorio | Denise Gergley | Hannah Haley | Silver Spoon Kids : How Successful Parents Raise Responsible Children