Do You Really Need A Financial Advisor?
Planning for your future and handling your finances should not be so burdensome that it takes time away from what is most important to you.
Whether you are experiencing a major life change, need to prepare for your family’s needs, want to secure a contingency plan, or build a clear path to retirement, our financial advisors can help you through those complexities.
The prefix “sym” means together. We at SYM Financial bring together the many parts of your financial equation in an effort to organize what is most important to you.
We take into consideration your financial and personal priorities and use our knowledge to save, protect and grow your finances. It is our aim to be a lifelong partner, not a vendor.
Asking the Right Questions
Our Fort Wayne financial team consists of advisors, financial planners, and client service representatives empowered to deliver an uncommon level of personal service. We work to deliver uncommon results by managing financial complexities for our clients so they can focus on the things that are most enjoyable to them.
We consider all the important parts of the financial equation – your work, personal life, hobbies, lifestyle, etc. so we can get the whole picture and build an efficient financial plan.
Each person’s financial picture is unique. So, we make sure to produce personalized financial plans and strategies for our clients.
Significant events in life challenge one’s financial stance. Marriage, a growing family, job change, business ownership, or approaching retirement – are good times to review the health of a financial plan.
Our financial advisors collaborate with you – from tax, retirement planning, risk assessment, inheritance, etc. and come up with strategic financial plans to prepare you not only for retirement age but for major events along the way.