The stark reality of what Symphony
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.
Founder/CEONashville Construction firm
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 team found was a lack of protection in critical areas. They also helped me significantly reduce expenses in areas I never would have considered.
CEO/PresidentTennessee-based Manufacturing firm
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 advisers.
Real Estate Entrepreneur
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.
