At Symphony Advice, we do what no other financial firm does–we see the entire picture of your financial and business planning. This comprehensive perspective allows us to give you more nuanced recommendations, mitigate risk, and recommend unique best practices tailored to your needs. Because your success deserves careful protection.
Unlike financial advisors, we synchronize every aspect of your financial life, ensuring that your affairs are in harmony.
Our model is built on integrity. Since commissions don’t drive our recommendations, you can trust that our advice is unbiased and solely focused on your long-term success.
Whatever your unique needs may be, we help you troubleshoot, organize, and optimize your financial strategies to set you, your business, and your family up for success.
We create the right structure so that you are prepared for succession planning, an exit, expansion, or retirement.
Ensure that you have adequate protection for all the assets acquired, your wealth, your home, and most importantly, your legacy.
Debt can be an advantage when coordinated and utilized wisely depending on interest rates or where your organization is in the business cycle.
Prioritization and focus on balancing current needs with retirement planning, investment strategies, and tax management are critical to increase cash flow and mitigate risk.
Property can make an excellent investment vehicle, providing a significant tax shelter, but it must be organized properly.
Preserve your legacy and leverage estate laws to make certain that if estate laws change, then the strategy needs to change.
Minimize fees and maximize returns so that your money is available when you need it, and retirement and charities are fully funded in a manner that aligns with your values and vision.
Ensure that your business continues to thrive by identifying and developing future leaders. We help you build a succession plan that maintains continuity and preserves your legacy.
“It’s been great to have someone who looks at everything and can tie it all together–taxes, insurance, my real estate holdings, succession planning, estate plan, and much more. I’ve never had anyone who can credibly look at all these areas and make certain that they all complement each other.”
“The process and presentation of their recommendations were unlike anything I’ve ever experienced. Since they are objectively looking at everything and not just selling products, I’ve been very comfortable with their advice. It’s significantly reduced the amount of finger-pointing that was going on between my advisors.”
“The stark reality of what Symphony Advice taught us was that it’s not how much money we made or invested, but how that money came back to us in the future. We were on a traditional path loaded with fees and taxes. We’re so thankful we learned how money gets distributed back to us in retirement.”
“I was fairly confident that I had everything covered, but I really wanted a second set of eyes to make sure everything was solid and to give my family peace of mind. What the Symphony Advice team found was a lack of protection in critical areas. They also helped me significantly reduce expenses in areas I never would have considered.”
We invite you to discover the truth today. At Symphony Advice, we aim to give you the full picture without bias that calls into question conventional wisdom about money.
If you’re ready to explore how we can help you achieve harmony in your life and wealth, please reach out to us. We look forward to connecting and embarking on this transformative journey together.
Your future is waiting, and it deserves to resound in perfect harmony.
Please complete the form below to ask a question or schedule a call with our team. We look forward to connecting.
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