Careers Client Portal Login Custodian Logins Home Who We Serve What We Do Meet SYM Insights Ask an Advisor Corporate Executives A SYM Financial Niche Rigor. Proactivity. Accountability. Corporate Benefits. You’re smart, capable, and great at what you do. We are too. And because we’ve been working with corporate execs like you for more than three decades, you can trust that we know a thing or two about corporate benefits. Let SYM decipher your corporate benefits, equity management, and tax strategies. That way you can apply your bandwidth to the things you enjoy most. Stock option analysis Equity-based compensation strategies Rigorous strategy designed to maximize the value of your compensation Decrease risk from highly concentrated positions Put stock in us At SYM, you have your own stock option data-crunching team to inform decisions around exercising options. It’s in the details When your financial success is directly tied to your company’s performance, additional considerations come into play. Rely on your advisor to develop strategies around your equity-based compensation. One lump, or two? Balance is key, and you can have too much of a good thing. Your advisor can identify and decrease the risk of highly-concentrated stock positions. Actions speak More than what we say, watch what we do. SYM has both a legal and personal commitment to gear everything toward your ultimate good. A corporate exec ASKS SYM, “Can you help me to maximize my income and corporate benefits?” “Simplicity does not precede complexity, but it follows it.” Alan Perlis Christina was a member of the executive team of a large multinational corporation. Over the last several years, as her professional responsibilities grew, she found less and less time to devote to her personal matters. Christina had amassed a large amount of company stock and continued to earn more cash and equity compensation with each passing year. After years of equity award accumulation she found herself with significant company stock exposure. Read More insights Tax Saving Strategies for High Income Earners Stock Options for Corporate Executives: Q&A with SYM Financial READ MORE Corporate Executive Blueprint View Brochure learn more It starts with a phone call. We'll listen. Then advise on your next best steps toward financial clarity. 800-888-7968. START HERE jump to Who We Serve Corporate Executives Medical & Dental Professionals Business Owners 401(k) Plan Sponsors Nonprofits What We Do Wealth Planning Portfolio Management Employer-Sponsored Retirement Plans Warsaw, IN Fort Wayne, IN Indianapolis, IN Mishawaka, IN Midland, MI 800 888-7968 Email Us Client Portal Login Who We Serve Corporate Executives Medical & Dental Professionals Business Owners What We Do Wealth Planning Portfolio Management Employer-Sponsored Retirement Plans Locations Insights Quarterly Newsletters Podcasts More Good Stuff Disclosures Privacy/Terms Form CRS Sitemap © 2021 SYM Financial Advisors