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 Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The item most homeowners forget on their home improvement project checklist is insurance.
Here's a breakdown of how the federal government spends your tax money.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Around the country, attitudes about retirement are shifting.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?