SYM Financial Advisors full logo in white
SYM Financial Advisors full logo in white

Wealth Planning

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast cover art for Executive Decisions, a series by SYM Financial Advisors, featuring a stylized upward-pointing arrow and text identifying episode 5 with guest Fred Helfrich.

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

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Two children wearing glasses sit at a table; one uses a calculator to learn about finances from SYM Financial Advisors while the other handles a piggy bank.

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

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Smiling man alongside text for The Owner’s Corner, EP4, featuring SYM Financial Advisors Doug Conner and Alex Shortle.

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

Read More »
A man in a suit sitting and reading a newspaper, reflecting the thoughtful approach of a SYM Financial Advisor, an independent, commission-free fiduciary with 55+ years of serving clients.

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

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a torn piece of paper with the word “MEDICARE” resting on US currency, representing the focus of SYM Financial Advisors.

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

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: An older woman and a younger man sitting on a sofa, engaged in a conversation with SYM Financial Advisors.

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

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here