Wealth Planning
A SYM Financial Core OfferingIt’s what you do, but it doesn’t define who you are.
Navigating transitions like retirement, a career change and the loss of a loved one are inevitable parts of life. These transitions raise questions and require critical decisions that have long-lasting financial consequences.
At SYM, we’ve broken these questions down into two categories: predictive and protective. Your ability to acquire and build wealth depends on the answers to predictive questions. How you use and maintain your wealth depends on the answers to protective questions. With over 55 years of experience, SYM has the care and confidence to assist our clients with these vital questions.
- Marriage and growing a family
- Retirement or job change
- Families and individuals seeking an advisor to plan through life events
- Divorce or loss of a loved one
- Tax Planning
- Estate Planning
- Risk Assessment
- Cash Flow Planning
- Retirement Planning
Advancing the Ball
Even beyond the scope of the assets we manage, we can collaborate with your other professional service providers and proactively work towards your best interests.
Looking Around Corners
Live your life, knowing your advisor is looking ahead. As your circumstances change and the world changes around you, know that your advisor is working to keep your financial plan healthy.
Focused on Results
When your advisor knows you uncommonly well, you’ll feel the financial confidence. SYM’s business model and people-centered culture seeks to make goal-based, comprehensive planning impactful.
