symfinancialadvisors
SYM Financial Advisors
 
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. SYM Financial Advisors work for you in Midland, Fort Wayne, Mishawaka, Warsaw, and Indianapolis.
Sym Financial Advisors
9100 Keystone Crossing #560, Indianapolis, IN 46240
(800) 888-7968
414 Townsend St # 202, Midland, MI 48640
(989) 631-0244
4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
57 posts
Don't wanna be here? Send us removal request.
Last Seen Blogs
nxtequal
art that sucks
itsgonnagetreal
Let's Talk About It
kazamajun
everlasting as the moon
souchkanails
Souchka
lorenzovasypa
VASYPA
Text
Balancing Special Needs Planning with Your Retirement
Parents with a special needs child have many of the same wishes as all other parents. They want to make memories, do the best for their family, and prepare their …
Balancing Special Needs Planning with Your Retirement Read More »
from SYM Financial Advisors – https://www.sym.com/supporting-special-needs-child/
via SYM Financial Advisors
0 notes
Text
Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast)
Randy Strebig is the Founder and Owner of Strebig Construction, a construction firm in Fort Wayne, Indiana. When Randy founded the company in 1980, he focused the firm’s efforts on …
Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast) Read More »
from SYM Financial Advisors – https://www.sym.com/owners-corner-the-foundations-of-an-enduring-construction-company-with-randy-strebig-podcast/
via SYM Financial Advisors
1 note
·
View note
Text
Charitable Giving Strategies Beyond Cash
How will you support your favorite charity this year? A donation by cash or check is always appreciated, and many people do that every year. According to a survey from …
Charitable Giving Strategies Beyond Cash Read More »
from SYM Financial Advisors – https://www.sym.com/charitable-giving-strategies-beyond-cash/
via SYM Financial Advisors
0 notes
Text
5 Ways to Pay for Long-Term Care
Imagine that someone you know was diagnosed with a lifelong disease. Or perhaps they ended up at a hospital and in need of lengthy care and recovery. Your first thought …
5 Ways to Pay for Long-Term Care Read More »
from SYM Financial Advisors – https://www.sym.com/five-ways-to-pay-for-long-term-care/
via SYM Financial Advisors
0 notes
Text
Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)
Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a …
Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast) Read More »
from SYM Financial Advisors – https://www.sym.com/executive-decisions-finding-contentment-as-a-retired-financial-advisor-with-fred-helfrich-podcast/
via SYM Financial Advisors
0 notes
Text
Balancing Financial Planning for College with Other Goals
Are you planning to help your children with getting a degree someday? Financial planning for college has become a big priority for many American households. However, with education expenses on …
Balancing Financial Planning for College with Other Goals Read More »
from SYM Financial Advisors – https://www.sym.com/balancing-financial-planning-for-college-with-other-goals/
via SYM Financial Advisors
0 notes
Text
Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)
Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum …
Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast) Read More »
from SYM Financial Advisors – https://www.sym.com/owners-corner-maximizing-value-and-optimizing-outcomes-when-selling-your-business-with-doug-conner-and-alex-shortle-podcast/
via SYM Financial Advisors
0 notes
Text
Medicare Planning for Retirement: A Comprehensive Guide
Why does Medicare remind us of Swiss cheese? Because it has many, many holes. Especially for those who have not properly researched their healthcare options before signing up for a …
Medicare Planning for Retirement: A Comprehensive Guide Read More »
from SYM Financial Advisors – https://www.sym.com/medicare-planning-for-retirement-a-comprehensive-guide/
via SYM Financial Advisors
0 notes
Text
Executive Decisions – Moving Forward In Business Amidst the Pandemic with Jenni Wendt (podcast)
Jennifer “Jenni” Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer …
Executive Decisions – Moving Forward In Business Amidst the Pandemic with Jenni Wendt (podcast) Read More »
from SYM Financial Advisors – https://www.sym.com/executive-decisions-moving-forward-in-business-amidst-the-pandemic-with-jenni-wendt-podcast/
via SYM Financial Advisors
0 notes
Text
How to Talk to Your Aging Parents About Money
Every adult wants the best for their aging parents. Can they use a hand getting Mom’s car to a shop? Do they need help finding a contractor to fix a …
How to Talk to Your Aging Parents About Money Read More »
from SYM Financial Advisors – https://www.sym.com/how-to-talk-to-your-aging-parents-about-money/
via SYM Financial Advisors
0 notes
Text
Owner’s Corner – Business Growth in Complex Times with Al Grossnickle (podcast)
Dr. Al Grossnickle is the owner of Strategic Venture Partners LLC, a consulting company that helps entrepreneurs grow their businesses. For over a decade, Al worked as an Associate Professor …
Owner’s Corner – Business Growth in Complex Times with Al Grossnickle (podcast) Read More »
from SYM Financial Advisors – https://www.sym.com/owners-corner-business-growth-in-complex-times-with-al-grossnickle-podcast/
via SYM Financial Advisors
0 notes
Text
How Much Should a Business Owner Salary Be?
What Is the Right Business Owner Salary? Building your own business can be a tremendously rewarding experience. However, no one ever said you have to work for free. You deserve …
How Much Should a Business Owner Salary Be? Read More »
from SYM Financial Advisors – https://www.sym.com/what-is-the-right-business-owner-salary/
via SYM Financial Advisors
0 notes
Text
How Women Negotiating Salary Compensation Can get What They Deserve
Asking for more pay at work is not easy for most people. But when it comes to women negotiating salary increases, it appears to be especially challenging. Despite what some …
How Women Negotiating Salary Compensation Can get What They Deserve Read More »
from SYM Financial Advisors – https://www.sym.com/how-women-negotiating-salary-compensation-can-get-what-they-deserve/
via SYM Financial Advisors
0 notes
Text
Executive Decisions. Addressing Your Team’s Individual Needs with Amy Wilson (podcast)
Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products …
Executive Decisions. Addressing Your Team’s Individual Needs with Amy Wilson (podcast) Read More »
from SYM Financial Advisors – https://www.sym.com/executive-decisions-addressing-your-teams-individual-needs-with-amy-wilson-podcast/
via SYM Financial Advisors
0 notes
Text
Addressing Your Team’s Individual Needs with Amy Wilson (podcast)
Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products …
Addressing Your Team’s Individual Needs with Amy Wilson (podcast) Read More »
from SYM Financial Advisors – https://www.sym.com/addressing-your-teams-individual-needs-with-amy-wilson-podcast/
via SYM Financial Advisors
0 notes
Text
How to Avoid an Early Retirement Penalty
Every now and again, SYM Financial advisors and planners run into clients who retire early. There are many good reasons why someone might “retire early” in the eyes of the …
How to Avoid an Early Retirement Penalty Read More »
from SYM Financial Advisors – https://www.sym.com/how-to-avoid-early-retirement-penalty/
via SYM Financial Advisors
0 notes
Text
Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast)
Dr. Matt Eckert has been practicing dentistry for the past 28 years. Together with his business partner Ryan Hart, Matt operates Downtown Dental, a practice honored by his long-term patients. …
Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast) Read More »
from SYM Financial Advisors – https://www.sym.com/owners-corner-wisdom-from-the-downtown-dentist-with-dr-matt-eckert-podcast/
via SYM Financial Advisors
0 notes