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Leaving A Legacy

An elderly couple, both wearing glasses and blue shirts, are sitting together. The man is holding a pen and looking at a document, while the woman is smiling and looking at a computer screen that displays a sketch.

3 Common Mistakes in Establishing a Trust

September 20, 2021

Have you been considering establishing a trust as part of your estate plan? Trusts are often overlooked and under-appreciated in the big picture of estate planning. Most people focus on a will, yet wills are not a silver bullet. They are simply an estate planning tool, which means that they have a clear purpose and some limitations. The function of a will is to tell the executor of your estate how you’d like your assets

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A hand holding a magnifying glass focuses on a burlap sack labeled "PENSION." The sack is placed on a table with scattered coins in front of it. A calculator is visible in the background.

How to Keep Your Family Cabin in the Family

November 22, 2019

Family cabins are part of many people’s retirement dreams. If you own vacation property, consider special cabin planning when creating your estate plan.  A cabin plan is a wealth transfer strategy designed to keep the property in the family after the owner’s passing. It can eliminate many of the challenges related to shared ownership. Wealth Transfer Strategies When the goal is to preserve the property for the family, the most complete planning scenario will incorporate a

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A handwritten legacy letter on aged paper. The script is cursive and neatly penned, with some slight ink fading. The top portion reads "Letter 19," followed by "Lady Susan to Mrs. Johnson." More text follows below, starting with "Churchill.

Write a Legacy Letter for the Ones You Love

August 16, 2019

What kind of legacy will you leave behind? In 2018, SYM reached a milestone of 50 years in business and as part of the celebration we invited Susan Turnbull, the founder and principal of Personal Legacy Advisors, LLC, to speak to our guests on the topic of legacy. Legacy, in its simplest definition, is the influence you have on the lives of other people, the way you act and create relationships, and the values and

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The cover of the book "The Other Talk: A Guide to Talking with Your Adult Children About the Rest of Your Life" by Tim Prosch, featuring an image of three adults and one child in casual clothing playing by a shoreline. An AARP logo is also present, emphasizing the importance of having "the other talk.

Book Review: The Other Talk – A Guide to Talking to your Children About the Rest of your Life

July 1, 2019

“The Other Talk,” published in 2014, plays on the familiar concept of the birds and bees parent-child discussion to evoke a new context: preparing for the difficult decisions often faced as one ages.  While the first “talk” is an important milestone for parents as they guide their children through adolescence and into adulthood, “the other talk” encourage parents to talk again, later in life with their adult children about financial, healthcare and end-of-life decisions as

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Three American flags on flagpoles flutter in the wind against a clear blue sky. The sun shines brightly, partially obscured behind one of the flags, creating a glowing effect. A landscape with trees is visible in the distance at the bottom of the image, reminiscent of planning for your 401k beneficiaries' future.

Get This Right! 401(k) Beneficiaries

June 19, 2019

Once you meet the eligibility requirements for your employer’s retirement plan, you have the opportunity to start contributing toward your financial future. This milestone also ushers in a number of important decisions. There are exciting choices such as how much to contribute, the selection of pretax or Roth deferrals, and how your money should be invested. There are also more sobering choices such as who should be designated as beneficiary when you pass away. Saving

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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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