Healthcare Professionals
SYM Financial Wealth Management
We do more than scratch the surface of wealth management for medical and dental professionals.
From residency to retirement, SYM delivers in 6 Key Areas:
Financial Planning
- Organize assets & liabilities
- Balance sheet & cash flow modeling
- Navigating debt payment solutions
- Major purchase planning
- Retirement projections & modeling
- IRA or Roth IRA strategies
- Withdrawal strategies in retirement
- Social Security timing
Investment Management
- Personal investment risk assessment
- Investment allocation analysis
- Asset location strategies
- 401(k) recommendations
- Outside account review
Estate Planning
- Review critical decisions & documents
- Consider estate tax mitigation
- Map estate directives
- Collaborate with your attorneys
Your Profession - Your Practice
- Strategies for your unique earning cycle
- Planning for practice buy-in
- Succession planning
- Practice valuations
- Buy/Sell agreements
- Contracts and compensation planning
- Simple IRA, SEP IRA, Solo 401(k)
- Cash Balance Plan / Defined Benefit Plan
Tax Planning
- Tax projections and estimated payments
- Tax efficient investment strategies
- Charitable planning
- Tax-loss harvesting
- Collaborate with your tax professionals
Risk Assessment
- Life and disability insurance analysis
- Long-term care planning
- Property & casualty insurance assessment
- Group insurance benefits review
As independent, commission-free fiduciaries, we are not salespeople – we’re leaders and thought partners who pledge to put your interests first. SYM’s advisory teams plan for your unique earning cycle, analyze insurance policies, and set strategies to maximize tax savings and education loan repayment.
Steadfast partners
As your fiduciary, we act in your best interests. We think you deserve the best of everything. That’s why we specialize in wealth management for medical and dental professionals.
Unique earning cycle
When your earnings balloon, your financial advisor can implement strategies for wealth management, tax planning, and asset protection.
Buying and selling
Rely on us to be the hub of your professional resources. We’ll guide your team of professionals as you grow your practice and collaborate with your CPA, attorney, and other professionals.
Rainy days
Proper risk coverage is imperative. It’s also important to strike a balance. Bring SYM into the conversation to find the sweet spot between too much and not enough insurance coverage.
