Special Market Update 9 - Constructing a Well-Versed Financial Plan
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
In this special episode, David Vallieres is joined again by Mark Burns, CEO of Synergy Capital Solutions and Director of the Synergy Investment Committee. Today, Mark takes a deep dive into what goes into the portfolio construction of a well-versed financial plan.
Tune in now to learn how Synergy Capital Solutions takes the time to do the research to find the best possible solutions for their clients.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.