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
Taylor Morgan
Working with Symphony has been a game changer. Their comprehensive approach made us realize the importance of how our investments return to us, not just the initial earnings. We now have a clearer path to a fee-free and tax-efficient retirement, securing our financial future.
Mark Johnson
Symphony's advice opened our eyes to the hidden costs in traditional financial paths. Understanding how our money will be distributed back to us has given us peace of mind for our future retirement, allowing us to plan more effectively and confidently for the years ahead.
Emily Davis
The insights from Symphony were invaluable. We used to focus solely on our earnings and investments, but now we understand the importance of how these funds will come back to us. This knowledge has put us on a much more secure financial path, enhancing our overall financial stability.
Healthcare Executive
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.
