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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market?

At Symphony Financial Group, we view your financial life like an orchestra. Each instrument plays a distinct part, and to create a harmonious experience, everyone must be in tune and on time. If even one part is off or unbalanced, the entire song will suffer. We believe the same is true for your wealth management.

Like a symphony’s conductor, we strive to create powerful outcomes by gathering the right mix of instruments and professionals, and then fine-tuning their performance. We look at every piece of your financial life and compose an effective strategy where all instrument play together.

 

How Much Is Your Retirement Worth?

Many people underestimate the true value of their retirement. As a result, they may experience needless stress or make uninformed choices believing their financial circumstances are different than they actually are.

Consider the following U.S. statistics:

  • Average Retirement Savings: $255,000
  • Average Home Value: $188,900
  • Average Social Security Benefit for a Married Couple: $1,024,848
  • Total Average Retirement Value: $1,468,748

Through our retirement planning and income allocation, we will work with you to determine your maximum retirement assets and help you seize the greatest value from your income sources and savings.

Sound, Straightforward Guidance

The investment world is complicated, but with our support, your financial life doesn’t have to be.

Who We Are

We believe financial peace of mind begins with knowing you can preserve your lifestyle and income, no matter what the future holds.

Learn About Us

How We Can Help

Our goal is to help you make the best possible decisions for yourself and your loved ones so you can rediscover confidence in your financial future.

Find Out More

Attend a Class

What does it take to retire? How much money do I need? Where does Social Security fit? Stephen teaches retirees and soon-to-be-retirees how to answer these questions. 

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Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

 

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate how much of your Social Security benefit may be considered taxable.

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This calculator can help you estimate how much you should be saving for college.

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This calculator shows how inflation over the years has impacted purchasing power.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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