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How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

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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All Muni Bonds Are Not Created Equal

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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How Stocks Work

Understanding how a stock works is key to understanding your investments.

Countering Counterfeit Currency

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What to Do When You Lose Your Wallet

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

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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