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Wealth Planning

Planning for Your Earning Cycle: Medical Professionals

March 13, 2020

Wealth management for medical professionals requires a different planning approach. Medical professionals typically earn less income in early earning cycles compared to the traditional American worker. When their earnings balloon, they often do so quickly and then stabilize at a high base. Fortunately, you can compensate for the dramatic drop in a healthcare professional’s salary. All it takes is wise planning during the earning years. A Smart Approach to Wealth Management for Medical Professionals We

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Profiting From an Advisory Relationship – Wealth Management for Medical Professionals

July 1, 2019

“Rely not on the likelihood of the enemy not coming, but on our own readiness to receive him; not on the chance of his not attacking, but rather on the fact that we have made our position unassailable.”  – Sun Tzu, the Art of War The ancient military general, strategist and philosopher Sun Tzu’s words are still worth heeding. Interestingly, they also draw strong parallels to our relationship with money. When it comes to high

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Long Term Care Insurance: An Overview

July 1, 2019

Much of today’s population will eventually require some form of long term medical or personal assistance care as they age. How these people receive and pay for services will drive their long term care (LTC) experience.  Even if you think you are well versed in the ins and outs of LTC, you might be surprised to know that long term care includes a surprising range of services and complexities. Long term care support may occur

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Property & Casualty Insurance: An Overview

July 1, 2019

Property and casualty insurance protects the things you own while also providing liability coverage if you’re responsible for an accident that causes damage or injury to someone else.  Though property and casualty appears relatively straightforward, it’s easy to miss the mark when securing this type of policy. An especially apt maxim when choosing a property and casualty provider is the tried but true, “You get what you pay for.”  While some carriers consistently earn high

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A group of five young adults, three women and two men, are standing and engaged in a lively discussion about financial risk. They are holding papers and smiling. In the background, there is a bulletin board with various notes and images pinned on it.

Risk Review: An Overview

July 1, 2019

SYM’s Wealth Management service engagement includes a comprehensive review of the various risk exposures that influence your financial well-being. Risk is typically defined as the possibility of harm, loss, injury, danger or destruction. Risk can be speculative, where the potential exists for either gain or loss; or pure, where only losses can result. Examples of pure risk are the perils of death, disability, fire, theft, accident and others. The potential for some degree of loss

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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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