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A man is smiling and holding a cardboard box labeled "Donations" while working in a warehouse. Numerous more boxes are stacked in the background. Another person in the foreground is partially visible, also handling boxes for this nonprofit organization, showcasing their investment in community support.

Charitable Giving Strategies Beyond Cash

May 12, 2022

How will you support your favorite charity this year? A donation by cash or check is always appreciated, and many people do that every year. According to a survey from LendingTree, more than half of Americans (56 percent) donated an average of $574 [1]. Giving money is great; however, sometimes families look for other options to help the organizations they wish to support. There are several charitable giving strategies that don’t involve money. In this

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Cover art for the “Executive Decisions” podcast, featuring episode 5 with Fred Helfrich. It has an abstract design of white arrows on a green background and text that reads: "Executive Decisions: A Podcast for Business Leaders, EP5 Fred Helfrich on enjoying retirement.

Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)

May 9, 2022

Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor’s degree in Mathematics from Hanover College and earned his CFP in 1986 from the College for Financial Planning. Since retiring in 2021, Fred has

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A smiling man in a suit is featured on a promotional graphic for "The Owner's Corner" podcast. Text on the graphic reads "EP4 Doug Conner Alex Shortle: Tips for Selling Your Business.

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

April 25, 2022

Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum Capital Company and the Principal at BrightPath Capital and Cardinal Ventures. Doug holds a Bachelor’s degree in Economics and Mathematics from DePaul University and received his Master of Business Administration degree from Harvard Business School. Alex Shortle has spent the bulk of his career supporting

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A woman with shoulder-length light hair, wearing a necklace and a blazer, smiles at the camera. Text on the image reads, "Executive Decisions: A Podcast for Business Leaders," and a quote from Sarah Delahanty says, "That 'can do' attitude usually produces great opportunities for people.

Executive Decisions – Moving Forward In Business Amidst the Pandemic with Jenni Wendt (podcast)

April 11, 2022

Jennifer “Jenni” Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company’s capital planning and corporate strategy. Jenni also has oversight of Enterprise Working Capital, with a special focus on managing the risks related to $5-billion investments in trade account receivables. Jenni joins me

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A smiling man with short curly hair is wearing a suit jacket and collared shirt. Text on the image reads: "The Owner's Corner, EP3, Al Grossnickle." The background features a modern office setting with large windows and blue-tinted geometric shapes.

Owner’s Corner – Business Growth in Complex Times with Al Grossnickle (podcast)

March 16, 2022

Dr. Al Grossnickle is the owner of Strategic Venture Partners LLC, a consulting company that helps entrepreneurs grow their businesses. For over a decade, Al worked as an Associate Professor of Business at Grace College, where he was also the Director of the William P. Gordon Institute. At the University of Saint Francis, Al served as the Assistant Professor of Entrepreneurship and Director of the Entrepreneurial Leadership Program. He had also served as the President,

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A woman with long dark hair, wearing a red top and a black necklace, smiles at the camera. A quote below reads, “The world you're in is always changing, so it's your obligation and responsibility to keep up with that." —Amy Wilson. Text on top reads "Executive Decisions: A Podcast for Business Leaders.

Executive Decisions. Addressing Your Team’s Individual Needs with Amy Wilson (podcast)

March 8, 2022

Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products and solutions to their customers in spheres as diverse as packaging, consumer care, mobility, and infrastructure. Amy’s responsibilities with Dow include leading and providing counsel in corporate governance, as well as managing compliance matters. She is also the executive sponsor for Dow’s lesbian, gay, bisexual,

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Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“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.

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