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.

Pre-Retirees & Retirees

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a meat cleaver labeled “Investing scam” positioned over the silhouette of a pig, highlighting the importance of choosing a commission-free fiduciary.

Protect your Investible Assets from Pig Butchering

July 5, 2023

What is it? A new cyber scam. In our last installment, Cyber Security and Your Digital Assets – SYM Financial Advisors –, we outlined how to build an effective cyber security plan.  We hope that you are making headway on securing those digital assets.  Part of building a strong cyber security plan requires being informed of the ever-evolving criminal scams that attempt to rob you of your hard-earned assets. Personal vigilance is still one of

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for an EMPOWHER podcast episode hosted by Michelle Hipskind featuring guest Heidi Adair, presented by commission-free fiduciary SYM Financial Advisors.

Navigating the Nightmare of Probate with Heidi Adair

May 18, 2023

Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specialty Certification Board. Heidi regularly advises clients regarding the protection of assets through the use of advanced Estate Planning and Elder Law planning. She has counseled numerous families regarding wills, Revocable Living Trusts, and

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast graphic for Executive Decisions, A Podcast for Business Leaders, featuring a white upward-trending arrow on a green background. Episode 17 features commission-free fiduciary David Floyd of SYM Financial Advisors.

Embracing Change and Taking Risks With David Floyd

May 9, 2023

David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations including OrthoWorx, Abbott Spine, and AxioMed Spine Corporation. He has a background in finance, marketing, and technology, and has helped develop transformational strategies and initiatives that have delivered accelerated

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A wooden mannequin representing SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, walks across a tightrope, carrying a stack of puzzle pieces that spell out “RISK,” representing their approach.

Dealing with the Rising Cost of Healthcare and other Risk Planning

April 25, 2023

Planning for contingencies is so much a part of day-to-day life we forget we even do it. Like keeping a spare tire in the trunk or band aids in the medicine cabinet – just in case. Those of us who drive have car insurance, most of us have healthcare coverage, and either home-owner’s insurance or a renter’s policy. We understand, and even hope, that we never use the insurance and are willing to pay the

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Profile view of a person wearing glasses reflecting lines of computer code, with the word “PASSWORD” visible on a screen, representing the security focus of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Cyber Security and Your Digital Assets

April 13, 2023

Cybersecurity is a complex topic.  In many ways, it’s like investing.  There are lots of ways to do it, it can be really confusing without good information, and reliable advice from a knowledgeable source is critical. And if you don’t do it right, you are likely to lose your money.  Each individual and business is different; the tools and techniques necessary to protect them vary dramatically.  An online search may render some “top ten steps”

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A notepad on a wooden desk displays “Cash Flow Planning” by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, positioned above a multi-colored bar chart and surrounded by a calculator, pen, glasses, paper clips, and a cup of coffee.

The Magic of Cash Flow Planning

April 6, 2023

What is Cash Flow? During our working years, we earn wages from our employers, or profits from our businesses. It’s relatively straightforward to identify the money that comes in, the money that goes out and what’s left over each month. Ideally, that leftover amount accumulates and can be invested for spending in the future. This is cash flow. What happens to future cash flow when we stop working? What happens when the sense of security

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