Wealth Planning

A group of five young adults, three women and two men, are standing and engaged in a lively discussion about financial risk. They are holding papers and smiling. In the background, there is a bulletin board with various notes and images pinned on it.

Risk Review: An Overview

SYM’s Wealth Management service engagement includes a comprehensive review of the various risk exposures that influence your financial well-being. Risk is typically defined as the possibility of harm, loss, injury, danger or destruction. Risk can be speculative, where the potential exists for either gain or loss; or pure, where only losses can result. Examples of pure risk are the perils of death, disability, fire, theft, accident and others. The potential for some degree of loss

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