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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
“Dirty Dozen” Tax Scams to Watch For
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
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Second marriages are a trigger event to revisit any existing estate strategies.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a few things to consider when buying or leasing your next vehicle.