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
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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.