We don’t have to tell you. There’s no better feeling than finding that special doctor, lawyer, car mechanic, or any kind of counselor. Of course, it’s the same with your financial planner. You need to trust and have absolute confidence in your chosen advisor. Obviously, you invest with your financial advisor, but does your advisor make an investment in you?
“I feel the same responsibility as a physician. The impact on my clients’ lives is just as significant. If we haven’t planned properly, they may find themselves working longer, saying ‘no’ to their children’s education, or unable to fully enjoy retirement.” — PM
We firmly believe that providing sound financial advice requires an understanding of the big picture of our clients’ lives. As a result, Symphony Financial Planning is focused on comprehensive planning services and asset and risk management. We start with you – your goals, dreams, and wishes. Our financial plans and recommendations are specifically tailored with your individual situation in mind.
“Financial planning is a powerful tool for providing clarity and direction towards achieving one’s goals. In guiding my clients through the planning process, I put their interests first, act with integrity and honesty, and strive for excellence in delivering service.” — PM