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A man in a business suit with short, gray hair smiles at the camera. Text reads "Tim Early, CEO DreamOn Group" and "SYM Financial Advisors Executive Decisions, A Podcast for Business Leaders in the Medical Device Industry" on a green and purple background.

From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early

January 30, 2024

In this episode: In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn Group, shares his insightful journey from an early career decision to move from New York to Florida, leading to a pivotal role in the medical device industry with Cordis Corporation. Tim reflects on his educational transitions, notably from West Point to Rochester Institute of Technology, and his shift from accounting to packaging engineering, emphasizing the

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A piggy bank sits atop a stack of books on the right, while wooden blocks on the left spell out "FAFSA" vertically. The background is neutral, contrasting with the books and blocks, hinting at upcoming FAFSA changes.

10 Main Changes to FAFSA

January 26, 2024

Dreading the FAFSA this year? Things just got better. You may have heard that the federal Student Aid office revamped its FAFSA form.  This is the Free Application for Federal Student Aid, and it has historically been a doozy to complete.  It has been intimidating, so much so that many have chosen not to complete it, potentially missing out on significant financial aid. Changes were made to the 2024-25 FAFSA form in an effort to

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A man with short gray hair and wearing a blue suit and white shirt is smiling at the camera. Text on the image reads "SYM Financial Advisors," "The Owner's Corner," and "Tim Early, CEO DreamOn Group." Ideal for business owners seeking expert advice.

Packaging Unwrapped: A Journey through the Medical Device Industry with Tim Early

January 23, 2024

In this episode of the Owner’s Corner, host Seth Whicker welcomes Tim Early, CEO of DreamOn Group, for a deep dive into his entrepreneurial journey. Tim’s story begins with a move from upstate New York to Florida, marking the start of his career in the medical device industry. His narrative is not just about career choices but also highlights his entrepreneurial spirit. Tim shares candid insights into his early attempts at starting several businesses, discussing

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A smartphone wrapped in thick metal chains secured with a brass padlock, symbolizing restricted cell phone access or data protection. The phone is placed on a white background.

What happens to your cell phone if something happens to you?

January 16, 2024

Imagine losing your cellphone. In an instant, contact information for everyone you know is gone. Thousands of pictures and other important information are locked away in thin air. Multi-factor authentication no longer works on many of your important accounts because you don’t have the phone that can receive the text/email/pin. If you are lucky, you have a backup plan that puts you back in operation in a day or two. What if a person dies

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Leslie Friedel, Chief Executive Officer of Stillwater Hospice, smiles in a blue top. The image features the SYM Financial Advisors logo and a green banner with the word "EmpowHER," highlighting her commitment to palliative care.

What You Should Know About the Messy Middle of Life Limiting Illnesses

December 28, 2023

We live longer but our capacity is diminishing and in practical care giving it’s not always clear who is making the decisions from day-to-day. As a financial advisor, I work with clients everyday who live in the gray space with their loved ones.  This is the messy middle, where caring for those who are perfectly capable one day, but then slowly diminishing the next, is a confounding effort. I am always encountering professionals who enlighten

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The Difference the Right Financial Advisor Can Make

December 20, 2023

You have likely been told at least once that you need a financial advisor. Perhaps you know it, but it isn’t getting prioritized over the other things on your to-do list.  Maybe you don’t fully understand how one can benefit you.  You could even think it is not worth the cost.  There is evidence a financial advisor will actually save you money in various ways.  You can read more about that in this blog. Consider

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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

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