SYM logo white

Business Owners

A hand writes "401(K) PLAN" in red marker on a whiteboard. Below the text are the numbers 1, 2, and 3, indicating a list. The SYM Financial Advisors logo, with green text and a leaf graphic, is displayed at the bottom left, promoting their expertise in 401k plans for business.

3 Reasons to Provide an Employer-Sponsored Retirement Plan

December 12, 2022

As open enrollment approaches, you may be wondering if it’s time to add a retirement plan to your employee benefits package. Or, you might simply want to provide more information about what is currently available to your employees. While employer-sponsored retirement plans offer numerous benefits to employees, there are some serious benefits to focus on from the employer’s perspective. When it comes to retirement plans, there are a few key things to keep in mind.

Read More »
A graphic titled "Events That Can Trigger Buy-Sell Agreements" with an image of a handshake in the center. Arrows point to seven events: Retirement, Disability, Death, Divorce, Insolvency, Termination of Employment, and Dilution, each represented by relevant icons.

Buy-Sell Agreements — Best Practices and Common Questions

November 18, 2022

Newer companies often get hit with a whirlwind of administrative and legal tasks, many of which are met with sighs and eye rolls when someone suggests they need to be tackled. Entrepreneurs may be very good at vision and managing daily operations but can neglect to take care of non-glamourous aspects of setting up a well-protected business. Every company, even a younger one, should have a plan if something sudden and unforeseen occurs that can

Read More »
Image shows the cover art for an episode of a podcast titled "The Owner's Corner." The background features geometric shapes in blue, green, purple, and pink. In the bottom left corner, the SYM Financial Advisors logo is displayed. "EP9 Scott and Zach Tucker discuss their family farm business" is at the bottom right.

Multigenerational Family Business Success with Scott and Zach Tucker (podcast)

November 18, 2022

Scott Tucker is a board member and the Co-President of Maple Leaf Farms, a multi-generational family-owned company and America’s leading producer of quality duck products. A third-generation family member, Scott began working in the company as a teenager. Today, as Co-President, he leads operations, quality assurance, live production, distribution, and the National Duck Council. He holds a Bachelor of Science degree in Management from Purdue University and a Master of Business Administration degree from the

Read More »
A woman with short brown hair, wearing a dark blazer over a blue top and a necklace, smiles at the camera. The background features a light abstract design. Text on the image reads: "Executive Decisions: A Podcast for Business Leaders" and "Julie Fasone Holder: 'You can't change your brand if you don’t know what that is.'" This podcast offers insights from influential corporate women.

Finding Your Brand with Julie Fasone Holder (podcast)

November 8, 2022

Julie Fasone Holder is the woman behind JFH Insights, an executive coaching business that supports leaders and influencers in developing advanced leadership strengths and bringing more value to the companies they represent. Before founding JFH Insights, Julie was the former Senior Vice President of Dow Chemical. With Dow, Julie accumulated extensive experience running multi-billion-dollar business portfolios. She also spent a few years running public and government affairs for them. Julie joins me today to describe

Read More »
A promotional graphic for "The Owner's Corner" podcast, episode 8 featuring Jeff Taner discussing key insights on C Corp structures. The background is a geometric design with shades of blue, green, and pink. The SYM Financial Advisors logo is in the bottom left corner.

Understanding Taxes for Different Business Structures with Jeff Taner (podcast)

September 27, 2022

Jeff Taner is a certified public accountant and Managing Partner of DWD CPAs & Advisors, a firm that offers tailored assurance, tax, and accounting services for businesses, individuals, and nonprofit organizations. Jeff has been serving DWD CPAs & Advisors for over 40 years. After graduating from Indiana University at Fort Wayne with a degree in Business Accounting, Jeff began his career in the company in 1982 and became a partner in 1996. In 2009, Jeff

Read More »
A man is partially hidden behind a stack of paperwork, holding a sign that says "HELP". Above, the text reads: "Good business owners tend to be highly adept at running the daily operations of their business. But great business owners are also keenly aware of where their own competencies end and where the need to outsource begins." The logo of SYM Financial Advisors is displayed at the top left.

3 Ways a Financial Advisor Can Help Your Business

September 23, 2022

Good business owners tend to be highly adept at running the daily operations of their business. But great business owners are also keenly aware of where their own competencies end and where the need to outsource begins — both to streamline their daily routine and to optimize the long-term strategy and success of their company. Legal and tax functions are two of the most commonly outsourced tasks. These advisory services are both universal and invaluable

Read More »

Podcasts

CIO Corner

Topics

How can we help?

This field is for validation purposes and should be left unchanged.

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

Let Us Help!

We’ll listen. Then advise on your next best steps toward financial clarity.

Call Us
Email Us

Who We Serve

What We Do

Insights

Contact us

Linkedin Facebook

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2 or Form CRS, which is available upon request.

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form ADV Form CRS Sitemap