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A young woman holding a pencil interacts with an elderly woman and a toddler. The elderly woman is smiling and pointing at something on the table, perhaps discussing the benefits of a 529 College Savings Plan, while the curious toddler looks engaged. They are sitting together in a bright, cozy setting.

Turn a 529 College Savings Plan into a Family Legacy

April 9, 2020

Have you dreamed of leaving a legacy for your grandkids and future generations? Such a legacy does not require a vast fortune or risky investments. Instead, you can give your grandchildren the gift of opportunity (and money). Simply push the use of the 529 College Savings Plan to its fullest potential. Standard Use of the 529 College Savings Plan In case you’re not familiar with the primary benefit of the 529 Savings Plan, it is

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An image with a background of a partial U.S. flag, showing stars on a blue field and red and white stripes. Overlaid text reads "CARES Act Questions and Answers.

Unpacking the CARES Act for your Dental Practice (webinar)

April 3, 2020

Listen to the webinar recorded Thursday April 2, 2020. Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists: Panelists: Joe Cohen, Partner, Barrett McNagny Attorneys at Law Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Nathan Courtney, Consultant, Legacy Practice Transitions and Owner, Cloverleaf Advisory Group Angie Daughtery, Lead Advisor, Cloverleaf Advisory Group Dr. Brad Stutler, Stutler Dental Care SYM

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Green street signs against a blue sky with white clouds. One sign reads "TAX SEASON," and the other sign, hinting at a necessary tax review, reads "AGAIN.

Tax Review- Are You Prepared?

February 13, 2020

Once again, the inevitable April 15th tax deadline is approaching. Take some time to consider how the following items may apply to your tax situation before submitting your 2020 return. A quick tax review could save you money. Tax Review Checklist Consider the impact of the following before filing your taxes. Realized Gains & Losses Form 1099-B reports your gains and losses for the year. This comes from your account custodian (Schwab, Fidelity, National Advisors

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Write a Legacy Letter for the Ones You Love

August 16, 2019

What kind of legacy will you leave behind? In 2018, SYM reached a milestone of 50 years in business and as part of the celebration we invited Susan Turnbull, the founder and principal of Personal Legacy Advisors, LLC, to speak to our guests on the topic of legacy. Legacy, in its simplest definition, is the influence you have on the lives of other people, the way you act and create relationships, and the values and

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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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