Business Owners
A SYM Financial Niche
What could you accomplish with a firm like SYM working for you?
We understand the unique financial challenges that business owners face. From planning for the future to navigating complex decisions, we work to bring clarity and strategy; so, you can focus on the business that you worked so hard to build.
- Succession planning
- Buy/sell arrangements
- Retirement preparation
- Provisions for death or disability
- Bringing the right players together
You can say that again
Every day we’re here to serve you with our best. No exceptions, just a fiduciary commitment 24/7.
Counting chickens
Whether your product is parts or poultry, rely on your advisor to tend to financial strategies that support your growth.
It takes one to know one
As an employee-owned company, SYM knows firsthand succession planning, retirement preparation, and making provisions for the unknown.
Looking out for your tomorrow
Tell us what you want your retirement to look like and we’ll work to get you there.
