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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Lifestyle considerations in creating your retirement portfolio.
A look inside the U.S. government's statistics on household net worth.
Understanding the economy's cycles can help put current business conditions in better perspective.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Taking your Social Security benefits at the right time may help maximize your benefit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.