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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding how a stock works is key to understanding your investments.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Agent Jane Bond is on the case, cracking the code on bonds.