SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Wealth Planning

A sad, pink piggy bank being squeezed by a metal clamp, representing the pressure of commissions that SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, helps you avoid.

Recession 2022: Prepare your Finances for Any Scenario

June 21, 2022

Between the rising gas prices and the conflict in Ukraine, even the most optimistic among us are feeling a bit of anxiety. Recent stock market volatility has contributed to the worries. Spokespeople in the media have begun to talk about entering bear market territory. Has the Fed done so much to combat inflation that the economy is headed into Recession 2022 instead? It is true that the U.S. has successfully produced economic rebounds in the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: two adults carry children on their shoulders, looking up at clouds shaped like a world map in a bright blue sky, reflecting the global vision of SYM Financial Advisors.

The Heightened Economic Pain in Russia

June 13, 2022

Are you worried about what the Russian-Ukrainian war means for your portfolio? Do you feel waves of frustration as the US inflation numbers have markedly increased, and everything from groceries to gas prices is digging deeper into your wallet? This might help you feel a bit better. After facing over 2,778 internal sanctions and experiencing tens of thousands of casualties, Russia will likely repent its invasion decision for years to come. Several international parties (ranging

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisors professional sits on a blue mat, assisting a young child in a gymnastics pose as a commission-free fiduciary guide.

Balancing Special Needs Planning with Your Retirement

June 6, 2022

Parents with a special needs child have many of the same wishes as all other parents. They want to make memories, do the best for their family, and prepare their child for the future. They also hope to retire one day with a measure of financial peace of mind. When there’s a will, there’s a way — and that is true of financial planning for families with special needs. It is true that unique circumstances

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Randy Strebig, a commission-free fiduciary at SYM Financial Advisors, for The Owner’s Corner, Episode 5.

Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast)

May 23, 2022

In memoriam of Randy Strebig. We are forever grateful for the time and insight he shared with us.   Randy Strebig is the Founder and Owner of Strebig Construction, a construction firm in Fort Wayne, Indiana. When Randy founded the company in 1980, he focused the firm’s efforts on residential modeling, roofing, and concrete flatwork. Over the last 40 years, Strebig Construction has been expanding and evolving into a dominant force in commercial, industrial, and

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling volunteer lifting a cardboard box labeled “DONATIONS” in a warehouse supported by Commission-Free Fiduciary SYM Financial Advisors.

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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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: An older couple sits on a couch, smiling as they look at a tablet together to review their SYM Financial Advisors commission-free fiduciary plan.

5 Ways to Pay for Long-Term Care

May 10, 2022

Imagine that someone you know was diagnosed with a lifelong disease. Or perhaps they ended up at a hospital and in need of lengthy care and recovery. Your first thought would probably be, “I hope they will be OK!” Unfortunately, for many families, the very next thought is, “How will we pay for this?”  That may sound unlikely to you now, especially if you are healthy. But the reality is that seven out of ten

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