Broker Check
Acres of Diamonds Investments Surprises Extended Care: A Patchwork of Possibilities

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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Important Birthdays Over 50

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To choose a plan, it’s important to ask yourself four key questions.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Should You Choose a Fixed or Variable?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Home Mortgage Deduction

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

Can I Refinance My Mortgage?

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

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

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

Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Emerging Market Opportunities

What are your options for investing in emerging markets?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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