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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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Balancing Financial Planning for College with Other Goals

May 3, 2022

Are you planning to help your children with getting a degree someday? Financial planning for college has become a big priority for many American households. However, with education expenses on the rise, the total price tag may be much larger than you think. The average cost of attending a public college is $27,330 for in-state students, $44,150 for out-of-state students, and $55,800 for a private school per year.[1] Add to that other major expenses like

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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 man in a suit is sitting outdoors, holding a folded newspaper in one hand and resting his chin on his other. He appears to be deep in thought, perhaps pondering the complex taxation of stock options, with a blurred building facade in the background.

Taxation of Stock Options and Other Mistakes to Avoid

April 19, 2022

Stock options are often used as an incentive for key employees and executives. For example, Apple CEO Tim Cook received a $3 million salary in 2021, which may seem relatively small given the enormous value of the company. But the full scope of his compensation package becomes clearer when you also consider he was awarded $82.3 million in stock options [1]. Stock options aren’t just for household names. Companies of many sizes use incentive stock

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A close-up image of the word "Medicare" printed on a torn piece of paper positioned over a background that includes U.S. currency. It signifies financial aspects related to Medicare health insurance.

Medicare Planning for Retirement: A Comprehensive Guide

April 12, 2022

Why does Medicare remind us of Swiss cheese? Because it has many, many holes. Especially for those who have not properly researched their healthcare options before signing up for a program. Jokes aside, Medicare planning for retirement is a serious matter. It can be confusing and daunting. Our team at SYM Financial has covered the basics of Medicare before, so today’s article will briefly review the structure of the program before diving into the most

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A senior woman and a younger man are sitting on a beige sofa in a cozy living room, likely discussing the joys and challenges of caring for aging parents. They are engaged in a friendly conversation, both smiling. The room features a white curtain, wooden shelves with various items, and a large green potted plant.

How to Talk to Your Aging Parents About Money

April 5, 2022

Every adult wants the best for their aging parents. Can they use a hand getting Mom’s car to a shop? Do they need help finding a contractor to fix a leaky roof? Should you line up grocery deliveries while Dad is recovering from surgery? However, one topic that can be particularly difficult to broach is finances. It’s easy to see why some people may see conversations about money as being taboo. And, of course, the

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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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