Episode 72
Why the Plan is Important | 55 Years in the Financial Industry
Your Financial Plan-It · Synergy Capital Solutions
April 2, 202424m 44s
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Show Notes
Join Alex Burns CFP® as he talks to Synergy advisor Norton Stern about this 55 years working in the financial industry.
Some highlights include:
- Why a financial plan is important
- Norton's experience over his career
- Estate Planning and what you should be doing
- Business succession planning and taking care of your clients
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.