Controlling Your Budget and Spending With Alex Burns, CFP®
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
Summary:
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:
● Email at: [email protected]
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.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.