SYM Financial Advisors Mishawaka, IN
Invested in the Community
Mishawaka, IN Focus Areas:
A financial advisor is someone who builds a plan for using your wealth to meet your specific needs and goals for today and the future.
Financial advisors help guide decision-making with the primary aim of applying your finances and assets in effective ways. If you are seeking someone with experience to guide financial decisions that align with your life priorities, a financial advisor is a key professional to have working for you.
Working with a financial advisor will help you to identify the appropriate strategies and financial disciplines to implement for your needs. A financial advisor will use a well-established and proven process to build a financial plan that provides a roadmap to reaching your defined goals.
The SYM advisory team in Mishawaka takes a high-touch approach, striving to provide best-in-class service and thorough financial planning.
Do You Really Need A Financial Advisor?
Planning for your future and handling your finances should not be so burdensome that it takes time away from what is important to you.
Whether you need to make a significant financial decision, prepare for your child’s education, work toward retirement security, or plan your estate, financial advisors can help you immensely.
The prefix “SYM” means together. We at SYM Financial synchronize the various parts of your financial equation in an effort to bring together – and keep together – what is most important to you.
We take into consideration your financial and personal priorities and use our knowledge to save, protect and grow your finances.
Asking the Right Questions
Our SYM Financial Mishawaka teams are composed of advisors, financial planners, and support professionals empowered to deliver an uncommon level of personal service.
We consider all the important parts of the financial equation – your work, personal life, hobbies, lifestyle, and other priorities so we can build a holistic financial plan. We seek to answer your questions and also concern ourselves with the ones you may not know to ask about your financial equation.
Wealth Planning
Each person’s financial picture is unique. So, we make sure to produce personalized financial plans and strategies for our clients.
Significant events in life challenge one’s financial stance. Experiencing marriage, birth or adoption, job change, retirement, divorce or loss of a loved one – are good times to review the health of your financial plan.
Our financial advisors collaborate with you on tax planning, retirement planning, risk assessment and inheritance. They implement family and charitable giving, business succession, debt service, compensation analysis, education planning, elder care and other planning models that become relevant to your life.
Office Information
Office Hours
- Monday 8AM – 5PM
- Tuesday 8AM – 5PM
- Wednesday 8AM – 5PM
- Thursday 8AM – 5PM
- Friday 8AM – 5PM
Jonathan Slocum
The SYM team’s expertise runs deep and wide with designations like CFA®, CFP®, CAIA®, CPA, FPQP™, MBA, MA, MS, JD and AIF®. We believe our firm represents some of the best professionals in the industry, bringing our street smarts and book smarts to you.
To discuss your options with a SYM financial advisor based in Mishawaka, feel free to reach us at (574) 287-0035.
Bringing Financial Clarity
A solid financial plan can bring financial clarity. Since an effective financial plan accounts for the funds you need to enjoy living now and also what you will need to accomplish future goals, it can take some uncertainty off your shoulders. SYM financial advisors do more than manage assets. Implementing financial strategies often involves proactively collaborating with other professional service providers to practively work towards your best interests and simplify financial tasks for you.
Comprehensive Financial Planning
You should feel comfortable enough with your financial advisor to let them know you well to be able to build accurate financial plans and strategies suited for your goals. Generic financial plans are not acceptable.
We work alongside clients to create a big-picture view of income, outflow, priorities, opportunities, and aspirations. Our financial advisors take the time to know you uncommonly well so that we can build an investment plan specifically applicable to you.
SYM financial advisors take the extra mile to get to know clients well – you will feel the difference. Since its founding in 1968, SYM’s business model and people-centered culture has provided clients with goal-based, realistic, and comprehensive financial planning services.
Short-term and Long term Goals
We help you impact your financial goals not just by looking ahead, but also working to advance what is important to you today. Life is unpredictable and has a way of throwing us surprises. When things change, we work alongside you to help adjust your financial plan to fit your current life stage. Our team of Mishawaka financial planners and advisors work alongside you, as your financial resource to help you navigate the financial complexities you encounter.
Portfolio Management for You
SYM Financial is an independent firm not associated with any parent company. We act independently in our investment selection and are driven by what is in your best-interest (not outside custodial influences). Portfolio decisions are made at SYM on a measured, strategic basis by our Investment Committee using fundamental economic and financial market data, not emotions.
Client portfolios are consistently monitored to keep asset allocation on course, manage behavior gaps in returns, and rebalance to adhere to objectives. Whenever possible, SYM recommends investments which may be unavailable to retail investors or may be more expensive in retail channels. High investment expenses can erode investment returns. SYM’s goal is to identify low investment fees and we work to maximize net-after-tax investment returns within a client’s risk parameters.
We work from a business model that produces the best possible results for our clients. SYM is a fiduciary which means our financial advisors are bound to act in your best interest before anything else. SYM provides fee transparency. We want you to know what you are paying. No hidden commissions.
Get in touch with SYM Financial Advisors Mishawaka and see the difference.
Service – Not Sales
SYM is a commission-free, independent Registered Investment Advisor (RIA). Unlike brokers or banks who are compensated by the sale of investment products, we prioritize high-quality, personalized service from our financial advisors. Our only motivation is to do and offer what’s best for your financial plan.
What are Registered Investment Advisors?
Registered Investment Advisors (RIAs) have clear fee structures. SYM charges fees on a percentage of assets or a flat fee.
RIAs commit to a fiduciary standard that requires them to act in the client’s best interest. They must disclose to you if they take take commissions as it can conflict with that fiduciary oath. SYM does not take commissions.
What if things change?
We work to protect your finances and investments by striving to anticipate unplanned market events and developments. Financial advisors are responsible for ongoing and regular analysis of your financial plan to ensure that directives stay on track.
Who We Serve
SYM financial advisors work with people from all walks of life. It is our goal to make each client aware of where they stand financially now to prepare them for a stable and successful future.
Corporate Executives
We help with equity-based compensation, retirement planning, and deliver actionable analysis of your stock options..
Medical and Dental Professionals
Talk to us about risk-policy analysis, debt repayment navigation, and practice ownership strategies.
Business Owners
Starting or maintaining a business entails important decision-making. SYM Financial collaborates with CPAs, lawyers, and other professionals to work towards your best interest, and succession planning begins earlier than you may think.
Retirement Plan Sponsors
SYM Financial Advisors provides 401(k) and retirement plan consulting services to plan sponsors across the United States. We work with you by collaborating with other professional resources, educating your employees and assuming fiduciary responsibility.
Non-profit Investment Consulting
SYM financial advisors act as a fiduciary manager dedicated to assist the board and executive team in making informed decisions. We guide organizations to get the impact they seek from its investments. We implement structured processes to address fiduciary liability, improve administrative efficiency and help protect trustees.
Why Work With SYM
“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra
Acquiring the services of a financial advisor now is the first step to making your wealth work for you. SYM Financial has a broad team of financial advisors who are experienced in helping people turn their goals into action.
At SYM, we work alongside you to make sense of the financial complexities of life and help you take the best steps in your desired direction.
We construct plans that use your wealth in the most strategic ways possible to achieve your goals as they change. Your personalized plan will be made up of small, actionable tasks guided by a team of professionals.
We believe that uncommon relationships produce uncommon results, and we work each day in that belief to produce uncommonly good results for our clients.
