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Shane Bradley, a man with short, dark hair wearing a blazer over a checked shirt, looks directly at the camera. The background is out of focus, placing emphasis on his face and attire.

Shane Bradley earns 2019 Client First Service Award

February 6, 2020

Midland, MI – SYM Financial Advisors is pleased to announce Shane Bradley, CFP®, MS, as the recipient of SYM’s Client First Service Award.  Each year, the Client First Service Award recognizes a single member of SYM’s team for exemplifying the core values that drive the success of the organization: serving clients uncommonly well and building relationships of trust. A Certified Financial Planner™ designee, Bradley works for SYM in the role of Financial Planner. He earned

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Four people are gathered indoors around a counter, engaging in conversation and looking at some documents. They appear to be in a lively discussion, with one person in the center expressing surprise or excitement while holding up a HIPAA form. Other individuals can be seen blurred in the background.

Do you have a HIPAA Form or Health Care Proxy for your Adult Child?

January 29, 2020

As parents, we guide, care for, and protect our children. We make informed, researched, and well-intentioned medical decisions and protect their health and well being. But on their 18th birthdays, they legally become strangers, off-limits to us from a medical and legal perspective. Without a HIPAA form or Health Care proxy, we no longer have access to their medical information. It also keeps us from guiding their care. Not being able to order refills of

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A smiling woman with a bun hairstyle holds a blue piggy bank in one hand and points at it with the other. Dollar bills are falling around her, suggesting an abundance of money or savings, possibly from reduced child tax liability. She wears a light purple shirt and stands against a muted background.

Q & A on Child Tax Liability

December 6, 2019

Once upon a time, high-income families could reduce their tax burden by shifting income to their children. Many took advantage of this loophole by putting investments in their child’s name to reap the benefits of their lower tax rate. Then, the kiddie tax was introduced in the mid-1980s, and increased the child tax liability. The new regulation taxed the passive income of children under age 17 based on the parents’ marginal tax rate, with some additional

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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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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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