The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
SYM Financial Advisors is a fully independent, fee-only Registered Investment Advisor (RIA) firm, one of the largest such firms in Indiana and among the top 2% of RIAs nationwide. SYM serves a distinctive group of clients, and takes pride in being good stewards and advocates while offering an outstanding level of professional financial leadership. For additional information please call 800-888-7968 or visit www.SYM.com.