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A graphic titled "Events That Can Trigger Buy-Sell Agreements" with an image of a handshake in the center. Arrows point to seven events: Retirement, Disability, Death, Divorce, Insolvency, Termination of Employment, and Dilution, each represented by relevant icons.

Buy-Sell Agreements — Best Practices and Common Questions

November 18, 2022

Newer companies often get hit with a whirlwind of administrative and legal tasks, many of which are met with sighs and eye rolls when someone suggests they need to be tackled. Entrepreneurs may be very good at vision and managing daily operations but can neglect to take care of non-glamourous aspects of setting up a well-protected business. Every company, even a younger one, should have a plan if something sudden and unforeseen occurs that can

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Image shows the cover art for an episode of a podcast titled "The Owner's Corner." The background features geometric shapes in blue, green, purple, and pink. In the bottom left corner, the SYM Financial Advisors logo is displayed. "EP9 Scott and Zach Tucker discuss their family farm business" is at the bottom right.

Multigenerational Family Business Success with Scott and Zach Tucker (podcast)

November 18, 2022

Scott Tucker is a board member and the Co-President of Maple Leaf Farms, a multi-generational family-owned company and America’s leading producer of quality duck products. A third-generation family member, Scott began working in the company as a teenager. Today, as Co-President, he leads operations, quality assurance, live production, distribution, and the National Duck Council. He holds a Bachelor of Science degree in Management from Purdue University and a Master of Business Administration degree from the

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A woman with short brown hair, wearing a dark blazer over a blue top and a necklace, smiles at the camera. The background features a light abstract design. Text on the image reads: "Executive Decisions: A Podcast for Business Leaders" and "Julie Fasone Holder: 'You can't change your brand if you don’t know what that is.'" This podcast offers insights from influential corporate women.

Finding Your Brand with Julie Fasone Holder (podcast)

November 8, 2022

Julie Fasone Holder is the woman behind JFH Insights, an executive coaching business that supports leaders and influencers in developing advanced leadership strengths and bringing more value to the companies they represent. Before founding JFH Insights, Julie was the former Senior Vice President of Dow Chemical. With Dow, Julie accumulated extensive experience running multi-billion-dollar business portfolios. She also spent a few years running public and government affairs for them. Julie joins me today to describe

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A library aisle with wooden bookshelves filled with books on both sides and at the end. The shelves are neatly organized, holding a variety of colorful books. The aisle is well-lit, creating a warm and inviting atmosphere for reading and studying, supported by scholarship granting organizations.

Leveraging your Donations with Scholarship Granting Organizations (SGOs)

November 4, 2022

If you live in a state that supports Scholarship Granting Organizations (SGO) and some portion of your charitable giving is directed to K-12 private schools, you could have the makings for a beautiful partnership. Seventeen states now offer scholarship tax credit programs that allow both individuals and corporations to earn additional tax credits as a result of their gifts. One success story can be found in the state of Indiana. In its first ten years

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A man in a suit and tie stands confidently with arms crossed in front of a graphic background featuring arrows. The text reads "EXECUTIVE DECISIONS: A Podcast for Business Leaders," highlighting the journey of a corporate executive rising to the top, and includes a quote about creating an environment for feedback. The name "Sebastian Soria" is also shown.

What It Truly Takes to Rise to the Top with Sebastian Soria (podcast)

October 10, 2022

http:// Sebastian Soria is the Vice President and Total Rewards Officer at Newmont Corporation—one of the world’s leading gold, copper, silver, lead, and zinc producers. The company is notably the only gold producer in the S&P 500 Index and is recognized as a champion for ESG practices. Sebastian has over 28 years of experience in the financial industry, spending over 26 years with Dow in various leadership roles, including human resources and compensation. He holds

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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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