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SYM Financial Advisors Podcast


Jan 24, 2018

Are you responsible for choosing a new retirement plan for your company? Are you responsible for evaluating your current one? SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind offer valuable insight into factors to consider so your plan fits your needs. From employee retention to maximizing owner benefits, tune in to this podcast hear straightforward advice designed to serve the best interest of you - the plan sponsor. Retirement plans can accomplish a wider set of objectives than most business owners realize, so don’t miss this chance to tune in and learn. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“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, which is available upon request.

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Sym Financial Advisors
https://www.sym.com
9100 Keystone Crossing #560, Indianapolis, IN 46240
(800) 888-7968
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414 Townsend St # 202, Midland, MI 48640
(989) 631-0244
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4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
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7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
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801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
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