Special Market Update 7 - Advanced Financial Planning
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
In this special episode, David Vallieres is joined by Bill Brown, a partner at Synergy Capital Solutions who also happens to be a member of the Synergy Investment Committee. Today Bill shares insights on who might be good candidates for advanced financial planning, and how to protect wealth in multi-generational families.
Tune in now to learn more about advanced planning to see how you can ensure your wealth is shared for years to come.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.