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Business Owners

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How Women Negotiating Salary Compensation Can Get What They Deserve

March 9, 2022

Asking for more pay at work is not easy for most people. But when it comes to women negotiating salary increases, it appears to be especially challenging. Despite what some politicians and media personalities may lead you to believe, the gender pay gap is very real. Here are hard facts to prove it. According to data from the U.S. Bureau of Labor Statistics:[1] The median weekly earnings of full-time workers in the fourth quarter of

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Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast)

February 21, 2022

Dr. Matt Eckert has been practicing dentistry for the past 28 years. Together with his business partner Ryan Hart, Matt operates Downtown Dental, a practice honored by his long-term patients. Matt completed his undergraduate degree from Ball State University and completed his Doctorate of Dental Surgery degree at the Indiana University School of Dentistry. He is a member of several professional organizations, including the American Dental Association, the Isaac Knapp District Dental Society, and Andrews

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Owner’s Corner – Creating a Solid Succession Plan with John Barce (podcast)

January 24, 2022

John Barce is the Owner and Partner at Barrett McNagny LLP, one of the oldest law partnerships in Indiana. John is a premier business attorney who focuses his practice on business transactions, federal & state taxation, and estate & business planning. He completed his JD at the Indiana University School of Law, where he graduated with Latin honors. Since 2016, John has been recognized and listed in the Best Lawyers of America publication. He is also a

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Executive Decisions – Making The Tough Decisions For Your Business with Sharon Mortensen (podcast)

January 18, 2022

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. She earned a Bachelor’s degree in Communications from Defiance College and a Master’s in Counseling from the University of Texas. Sharon joins me today to discuss

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Wealth Management for Business Owners

November 23, 2021

SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners.  Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability.

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Tax Planning for Business Owners – Strategies and Tactics

November 12, 2021

Tax planning is a big topic for business owners, especially as we get closer to the end of the year. It’s important to have a strategy in place that will help you identify avoidable costs and ensure that you’re in compliance with federal, state, and local tax laws. This blog post will walk you through these considerations and how they can affect your tax return at the end of the year. It’s never too late

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9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

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414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

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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