SYM logo white

Business Owners

Three people are engaged in a discussion in a modern office setting. One person is holding documents and appears to be explaining something to the other two individuals. In the background, there is a bookshelf with neatly arranged binders.

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

Read More »
A pink piggy bank stands next to a small blackboard on an easel that reads "Tax Saving." There are various denominations of paper currency and a few coins placed in front of the piggy bank and blackboard, all on a plain white background.

Tax Saving Strategies for High Income Earners

September 1, 2021

Company executives are in a unique position that can create interesting tax challenges and opportunities. Here at SYM Financial, most executives that we work with will be in the highest marginal tax bracket during their working years — so it’s important to consider strategies that will provide current savings, or future savings opportunities, or even both. While you may not consider yourself a high earner, according to a report from US News, families that earn

Read More »
A paper document with the words "COMMERCIAL INSURANCE" in bold text sits on the desk surface, partially obscuring the edge of a keyboard and a pair of eyeglasses. Nearby, information about group retirement plans can be seen peeking out from beneath the document.

7 Common Types of Commercial Insurance Policies

July 19, 2021

When should a business owner consider a commercial insurance policy and what is the most important coverage? Commercial insurance policies protect businesses from the risk associated with injury, disability, property loss, and other liabilities. They come in many shapes and sizes and can make discerning what is best for your business difficult.  By outlining the common components of commercial insurance policies, we aim to bring clarity to your choices. As a business owner, you may

Read More »
Two 3D human figures are depicted; the one on the left holds a red X, while the one on the right holds a green checkmark. Below them, text reads "ELIGIBLE OR NOT???" suggesting a comparison or decision-making scenario regarding eligibility.

How 401k Eligibility Changes with The SECURE ACT

December 31, 2020

Background on 401k Eligibility Prior to the passage of the SECURE Act, employers could exclude long-term part-time employees (LTPT employees) that worked fewer than 1,000 hours per year from employer 401k contributions.  This was done by implementing a one year of service waiting period requirement.  The “one-year service” was defined as a 12 consecutive month period where the employee worked at least 1,000 hours. How 401k Eligibility Changes with The SECURE Act The SECURE Act

Read More »
Illustration of a person rock climbing with the text "Get a Grip on Your Business" above them. The climber is wearing a lime green shirt, black pants, and a climbing harness, gripping onto rocks with one hand extended upwards, symbolizing achieving success.

Get a Grip on Your Business- valuable leadership tools (webinar)

September 24, 2020

Listen to get the Ten Commandments of Solving Issues in business and gain guidance from certified EOS implementor Jill Young. Panelists: Seth Whicker, CFP®, MS, Principal and Senior Financial Advisor at SYM Financial Advisors Contact: swhicker@sym.com (260) 387-6822 Tom Ackmann, Principal and Senior Retirement Plan Advisor at SYM Financial Advisors Contact: tackmann@sym.com  (260) 387-6822 Tania Bengtsson, Certified EOS® Implementer Contact: tania@achievebigresults.com (574) 532-1832

Read More »
A man in a business suit is shown with multiple arms, holding various items: a wrench, two telephones, a tablet, a clock, and a cup of coffee. The image suggests multitasking and managing numerous responsibilities simultaneously to achieve personal wealth.

How the Finances of Business Affect Personal Wealth

April 22, 2020

As a business owner, much of your personal wealth is probably intertwined with the success of your business. You may not feel confident navigating the complex financial planning challenges and opportunities that lay ahead. Implementing personal and business goal planning, determining the structure of business ownership and retirement planning, creating a succession plan, managing risks, and surrounding yourself with a competent team of professionals are all steps that are pertinent to you as you grow

Read More »

Podcasts

CIO Corner

Topics

How can we help?

This field is for validation purposes and should be left unchanged.

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

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

Midland, MI

(989) 631-0244

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

Let Us Help!

We’ll listen. Then advise on your next best steps toward financial clarity.

Call Us
Email Us

Who We Serve

What We Do

Insights

Contact us

Linkedin Facebook

* 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.

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap