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.

Uncategorized

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast graphic titled “Executive Decisions: A Podcast for Business Leaders, EP16 Rich Haddad” from SYM Financial Advisors, featuring a stylized upward-pointing arrow representing a commission-free fiduciary approach.

Facing Issues in The Community Head-on with Rich Haddad

April 11, 2023

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation’s operations. With his expertise in financial reporting, he ensures the prudent management of the foundation’s funds and maintains healthy investment relationships. Apart from his professional duties, Rich is actively engaged with local community leaders and organizations to identify the best opportunities for grant-making and community participation that align with K21’s mission.

Read More »
A notepad on a wooden desk displays “Cash Flow Planning” by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, positioned above a multi-colored bar chart and surrounded by a calculator, pen, glasses, paper clips, and a cup of coffee.

The Magic of Cash Flow Planning

April 6, 2023

What is Cash Flow? During our working years, we earn wages from our employers, or profits from our businesses. It’s relatively straightforward to identify the money that comes in, the money that goes out and what’s left over each month. Ideally, that leftover amount accumulates and can be invested for spending in the future. This is cash flow. What happens to future cash flow when we stop working? What happens when the sense of security

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A man and woman having an animated conversation while reviewing documents and a laptop with their SYM Financial Advisors.

What Exactly, is a Financial Plan?

March 31, 2023

The words Financial Plan carry a lot of weight. For some, they conjure images of dusty binders full of complicated, unintelligible charts and tables wasting space on a closet shelf. Others consider them a mysterious tool used only by the wealthy elite. And while there may have been some truth to that a few decades ago, nothing could be further from the truth today. Advancements in the industry along with huge strides in capability have

Read More »
Graphic for The Owner’s Corner episode 10 featuring Melissa Bradberry and SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Tax, Business, and Exit Strategies for Medical Practice Owners with Melissa Bradberry

February 28, 2023

Melissa J. Bradberry, CPA, is a Director at Baden Gage & Schroeder LLC, one of the largest certified public accounting and business consulting firms in Indiana. With over 18 years of professional tax experience, Melissa has extensive industry knowledge with clients involved in medical industries, manufacturing and service industries, and financial institutions. Melissa joined the firm in 2018 as a tax manager, a role where she was responsible for individual and business clients. She received

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for The Owner’s Corner podcast episode 10.5 featuring Melissa Bradberry, branded by commission-free fiduciary SYM Financial Advisors.

Different Methods to Sell a Business

February 21, 2023

In this week’s episode of the Owner’s Corner Podcast, host Seth Wicker is joined by Melissa Bradberry, aCertified Public Accountant, to discuss the different methods of selling a business. The two dive into the differences between a stock sale and an asset sale and why it matters for both the buyer and the seller. From tax implications to legalities, the duo covers the importance of understanding the terms and the key negotiations that can be

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A notepad displaying the Pareto Principle 80/20 rule diagram next to a pen, coffee cup, and the logo for SYM Financial Advisors, a commission-free fiduciary.

Four Ways to Apply the 80/20 Rule to Your Financial Pursuits

February 20, 2023

Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can save time, simplify your finances and likely gain better results. In that spirit, here are four financial best practices that pack a

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

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