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.

Business Owners

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A pink piggy bank wearing black-rimmed glasses sits on a desk next to a calculator near SYM Financial Advisors, with a person working in the blurred background.

Deadline for Business Owners to Consider

November 25, 2024

As 2024 comes to a close, remember the January 1, 2025 deadline to file your Beneficial Ownership Information (BOI) report with FinCEN is also coming due for some businesses. See below for the more highly relevant information we have summarized to help you understand whether you may be affected. WHAT IT IS The new beneficial ownership information reporting requirement is part of the U.S. government’s efforts to make it harder for bad actors to hide

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Scott Holmes, owner of ABI Attachments and managing director of PivotPoint, for the SYM Financial Advisors Owner’s Corner series.

The Entrepreneur’s Path: Scott Holmes on Growth, Risks, and Retirement

June 4, 2024

In today’s episode of the Owner’s Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of having a strong team, the challenges business owners face in preparing for sale, and the value of investing in infrastructure and strategic partnerships. Throughout the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Edward Hayes, owner of Hayes Design Company, featured in The Owner’s Corner series by commission-free fiduciary SYM Financial Advisors.

From Global Sales to Local Impact: The Journey of Entrepreneurship with Edward Hayes

April 30, 2024

In this episode of the Owner’s Corner podcast hosted by Seth Whicker, special guest Edward Hayes discusses the intricacies of the sign business and his journey as a business owner. The conversation delves into the importance of understanding client needs and maintaining a consistent brand message, as well as the diverse industries served by Hayes Design Co. Hayes shares his transition from a global sales career to entrepreneurship, highlighting the challenges and rewards of taking

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Headshot of Saghi Togashi, a High Frequency Vibration Facilitator at Isch Wellness, shown in an EMPOWHER graphic by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi

April 9, 2024

In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator. Saghi shares her journey from nursing to computer science to holistic healing. After experiencing challenges in the nursing field due to empathy overload, Saghi transitioned to computer science but always harbored a desire to help others. Her path led her to discover a quantum energy device that merged her technological background with her passion for

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Portrait of Steve Gundy, President of Steve Gundy Coaching, for The Owner’s Corner series by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Charting the Behavioral Landscape: A Journey of Compassion and Coaching with Steve Gundy

February 22, 2024

In this episode: Host Seth Whicker converses with Steve Gundy, a seasoned professional in behavioral health and owner of a coaching practice. Gundy shares his journey from his first job mowing lawns to establishing a practice that serves individuals with developmental disabilities, leveraging his personal and professional experiences to build a successful business. He emphasizes the importance of aligning with state regulations, the challenges of service delivery, and the personal fulfillment derived from genuinely helping

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