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Two people shaking hands in an outdoor setting. Both individuals are shown from the wrist down. The left person, with nails painted purple, is wearing a black sleeve, while the right person is holding a brown bag and some papers related to disability insurance. Flowers are blurred in the background.

Disability Insurance: an Overview

July 1, 2019

When it comes to issues of health-related financial risk, the importance of disability insurance is often sorely underrated.  In reality, holding a less-than-appropriate amount of disability insurance can be just as financially devastating as purchasing the improper amount of life insurance.  However, disability insurance receives much less airtime from the financial media and other “experts”.    What is it? Disability insurance protects against the interruption of income due to illness or injury. Because many employers offer

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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 hand holds a red umbrella under a stormy sky with lightning. Under the umbrella, icons inside bubbles represent protection for various aspects of life: a home, family, car, bed (health), a shield with a cross (healthcare), and a heart with a pulse line (health). This vivid scene illustrates the concept of umbrella liability insurance.

Umbrella Liability Insurance: An Overview

July 1, 2019

Umbrella liability coverage is a crucial but often overlooked piece of a financial wellness plan. Its purpose is to protect your assets from major claims and lawsuits by providing liability insurance in excess of the limits of your homeowners’ or automobile policy.  An umbrella policy may also provide initial or additional insurance for circumstances other policies may exclude, including false arrest, libel, slander, and invasion of privacy. You are likely covered against liability at a

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Midland, MI 48640

Mishawaka, IN

(574) 287-0035

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Mishawaka, IN 46545

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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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