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 important to you.
Whether you need to make a significant financial decision, prepare for your child’s education, work toward retirement security, or plan your estate, financial advisors can help you immensely.
The prefix “sym” means together. We at SYM Financial synchronize the various parts of your financial equation in an effort to bring together – and keep together – 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.
Asking the Right Questions
Our SYM Financial Mishawaka teams are composed of advisors, financial planners, and support professionals empowered to deliver an uncommon level of personal service.
We consider all the important parts of the financial equation – your work, personal life, hobbies, lifestyle, and other priorities so we can build a holistic financial plan. We seek to answer your questions and also concern ourselves with the ones you may not know to ask about your financial equation.
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. Experiencing marriage, birth or adoption, job change, retirement, divorce or loss of a loved one – are good times to review the health of your financial plan.
Our financial advisors collaborate with you on tax planning, retirement planning, risk assessment and inheritance. They implement family and charitable giving, business succession, debt service, compensation analysis, education planning, elder care and other planning models that become relevant to your life.