Custom wealth planning for healthcare professionals
What separates an effective healthcare advisory firm from the rest? How can I avoid making investment mistakes that cost money or trigger tax penalties? At what point should I pay off my remaining education loans? How do I maximize my pretax savings? Should I buy in to a practice, and if so, when?
Healthcare professionals need professional financial advisors who are in tune with the healthcare industry. They need advisors who will look out for them, first and foremost, with no built-in conflicts of interest. Financial advisors who genuinely care, and who are committed to uncommon levels of personal service and relationships.
With experience and expertise in serving healthcare professionals, the advisors at SYM Financial want to talk about how we can best serve you. Here, we offer six tips for healthcare professionals to follow when selecting your next, and hopefully last, financial advisor.
1. Find an advisor who will pledge to put your best interest first
2. Seek out an advisor who’s not just dabbling in your specialty
3. Make sure your advisor can justify the cost of the investments they recommend
4. Choose an advisor who has seen (most of) it before
5. Make sure your next advisory team is overflowing with experience and education
6. See who else trusts them, and why
We want to meet you. For more information, visit www.SYM.com, or have a conversation with an advisor by calling 800-888-7968.
Disclosures: The opinions expressed herein are those of SYM Financial Corporation LLC (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.