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Leslie Friedel, Chief Executive Officer of Stillwater Hospice, smiles in a blue top. The image features the SYM Financial Advisors logo and a green banner with the word "EmpowHER," highlighting her commitment to palliative care.

What You Should Know About the Messy Middle of Life Limiting Illnesses

December 28, 2023

We live longer but our capacity is diminishing and in practical care giving it’s not always clear who is making the decisions from day-to-day. As a financial advisor, I work with clients everyday who live in the gray space with their loved ones.  This is the messy middle, where caring for those who are perfectly capable one day, but then slowly diminishing the next, is a confounding effort. I am always encountering professionals who enlighten

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A promotional image for "EmpowHER - Financial Prowess for Women," hosted by Michelle Hipskind, CFP. Episode 9 features Lindsay Koler discussing Medicaid planning. The SYM Financial Advisors logo is at the top. Lindsay Koler is smiling and has a shoulder-length blonde hairstyle.

Strategies for Protecting Your Family with Medicaid Featuring Lindsay Koler

October 25, 2023

This podcast episode discusses Medicaid planning and how it can be used as an asset protection tool rather than just a last resort. Lindsay Koler, an elder law attorney, explains how Medicaid assessments and proper planning can help couples protect their homes and retirement accounts. She emphasizes getting powers of attorney updated and doing Medicaid planning well in advance of needing long-term care.   We look at whether someone needs help with activities of daily

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A promotional graphic for "EMPOWHER: Financial Prowess for Women," hosted by Michelle Hipskind, CFP®. The guest for Episode 6 is Erin Ehler. Featuring a photo of a smiling woman with shoulder-length blonde hair and a green necklace, this episode highlights financial tips for softball athletes.

Empowering Young Women: Life Lessons from Softball with Coach Erin Ehler

August 3, 2023

Meet Erin Ehler, head coach of the Huntington University Women’s Softball program. Listen in while she and Michelle talk about the challenges facing young women today and how we can empower them to be independent, confident and successful individuals. Erin speaks with experience having played college softball for a Division 1 program and earned the title of Miss Indiana Softball while in high school. Today, Erin coaches young women in the sport and in life

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Cover of the podcast "Executive Decisions: A Podcast for Business Leaders." Episode 20 features corporate executive Ed Mohr. The design includes an abstract white arrow on a green background, symbolizing growth and direction.

Balancing Growth and Experience with Ed Mohr

July 11, 2023

Ed Mohr is the retired Vice President of Total Rewards at Whirlpool Corporation, a Fortune 200 company specializing in home appliances. With a background in HR, manufacturing, and logistics, Ed has accumulated 29 years of experience in various roles. In his current position, he is accountable for executive compensation, broad-based compensation, global mobility, benefits, health, wellness pensions, and 401 k plans globally. As a member of the Global Senior HR Leadership Team, he plays a

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An advertisement for the "EmpowHer: Financial Prowess for Women" series hosted by SYM Financial Advisors. The image features a headshot of Michelle Hipskind, CFP. Text indicates the episode is hosted by her, titled "EP4 Michelle Hipskind.

How Much Do I Need to Retire?

July 6, 2023

Michelle Hipskind, CERTIFIED FINANCIAL PLANNER™ and overseer of the Empower Women’s Financial Education Program, discusses the question, “How much do I need to retire?” She emphasizes why there is no one-size-fits-all answer and that it depends on factors such as what the retiree wants their retirement to look like, what they can control, and what they cannot control. Other considerations include replacing cash flow, managing debt, accounting for taxes and healthcare expenses, dealing with inflation,

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A graphic for a podcast episode titled "The Owner's Corner EP15," featuring Maggie Browning, discussing franchise ownership. The background has diagonal stripes in green, blue, teal, and pink. The SYM Financial Advisors logo is at the bottom left corner.

When Passion, Community, and Business Meet with Maggie Browning

June 27, 2023

Maggie Browning is the Franchise Partner of the Burn Boot Camp locations at Fishers and Zionsville, Indiana. Burn Boot Camp is a network of fitness facilities that envisions a world where women love themselves today and are inspired by who they’ll be tomorrow. Before working with Burn Boot Camp, Maggie worked as the Deltek Systems Analyst at Walker Consultants and the Project Administrator at McShane Construction Company. She holds a Bachelor of Science in Business

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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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