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Women’s Perspective

A man sits in a deck chair, observing the scene as a woman stands with a spoon and fork, feeding their child who is seated in a highchair. This depiction perfectly encapsulates the sandwich generation, balancing caring for both young children and overseeing family activities.

Sandwich Generation: Creating the Right Support Team

July 1, 2019

In a national study of Sandwich Generation Women, creating a good support team as soon as possible was identified as an important key to helping an individual successfully navigate this challenging stage of life.   Key Team Members Financial Advisor  There are many varieties of financial advisors and their differences are significant.   Our study of Sandwich Generation Women revealed a strong preference for a fiduciary wealth manager who acts as a “quarterback,” coordinating all advisors on

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An older couple stands outdoors, smiling and looking into the distance. The man, wearing glasses and a gray zip-up sweater, has his arm around the woman, who has short white hair and is wearing a navy blue top. They appear content and carefree, perhaps enjoying their golden years with the peace of mind that Medicare provides. A grassy landscape and hills are in the background.

An Introduction to Medicare

April 12, 2019

At some point, we will all need to learn about Medicare, its associated programs, and terminology. Take this opportunity to review your own knowledge, or forward to a friend or coworker.  We’re always pleased to hear from you, so reach out with any questions. Medicare Defined Medicare is a national health insurance program offered by the federal government to provide health care insurance to certain individuals. Those eligible include people aged 65 and older, younger

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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

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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.

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