SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Marriage, Divorce & Family

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for The Owner’s Corner podcast episode 11 featuring Denny and Kim Fuller and the SYM Financial Advisors logo, a commission-free fiduciary.

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

March 28, 2023

Denny and Kim Fuller are the former owners of Little Crow Foods, a food company established in 1903. Denny and Kim became the fourth-generation owners of Little Crow Foods after acquiring it in 1983 and managed its operations until the company’s exit from the food industry in 2012. They have been volunteering their time and entrepreneurial skills to the Humanity and Hope United Foundation following the sale of Little Crow Foods. Founded by Denny and

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Three colleagues from SYM Financial Advisors collaborate while reviewing a document in a professional office setting.

Building Financial Intelligence for the Female Investor

July 21, 2022

Perhaps you, like many women, have 1001 tasks on your plate, like managing your career, raising children, and caring for aging loved ones.  Those responsibilities can push financial decision making to the bottom of your to-do list. Growing your financial knowledge allows you to protect yourself – both for your ideal retirement, and in the case of unexpected life events.  Building relationships with professionals you trust and gaining a working understanding of financial planning basics

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A sad, pink piggy bank being squeezed by a metal clamp, representing the pressure of commissions that SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, helps you avoid.

Recession 2022: Prepare your Finances for Any Scenario

June 21, 2022

Between the rising gas prices and the conflict in Ukraine, even the most optimistic among us are feeling a bit of anxiety. Recent stock market volatility has contributed to the worries. Spokespeople in the media have begun to talk about entering bear market territory. Has the Fed done so much to combat inflation that the economy is headed into Recession 2022 instead? It is true that the U.S. has successfully produced economic rebounds in the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisors professional sits on a blue mat, assisting a young child in a gymnastics pose as a commission-free fiduciary guide.

Balancing Special Needs Planning with Your Retirement

June 6, 2022

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 child for the future. They also hope to retire one day with a measure of financial peace of mind. When there’s a will, there’s a way — and that is true of financial planning for families with special needs. It is true that unique circumstances

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling volunteer lifting a cardboard box labeled “DONATIONS” in a warehouse supported by Commission-Free Fiduciary SYM Financial Advisors.

Charitable Giving Strategies Beyond Cash

May 12, 2022

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 LendingTree, more than half of Americans (56 percent) donated an average of $574 [1]. Giving money is great; however, sometimes families look for other options to help the organizations they wish to support. There are several charitable giving strategies that don’t involve money. In this

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Two children wearing glasses sit at a table; one uses a calculator to learn about finances from SYM Financial Advisors while the other handles a piggy bank.

Balancing Financial Planning for College with Other Goals

May 3, 2022

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 the rise, the total price tag may be much larger than you think. The average cost of attending a public college is $27,330 for in-state students, $44,150 for out-of-state students, and $55,800 for a private school per year.[1] Add to that other major expenses like

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