SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners. Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability.
Disclosure: 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. The scenarios mentioned are for illustrative purposes only and do not guarantee success or a certain level of performance. 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, which is available upon request. SYM-20-101