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.

Women’s Perspective

A woman sits between an elderly man in a lounge chair and a child in a high chair, holding spoons as if feeding both, representing the multigenerational care provided by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

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

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: An older man with glasses and a SYM Financial Advisors fiduciary has his arm around an older woman as they look off into the distance outdoors.

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

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here