Symphony Retirement Partners, LLC is a Texas based registered investment advisory firm, focused on the issues that impact the ability of people to retire with confidence. We believe that retirement is not something that just happens; it is the result of many small decisions that help promote successful outcomes. Since employer sponsored retirement plans play a critical role in overall retirement savings, we often take on the challenge to address the inefficiencies in these plans as well.
Retirement planning in whatever form it takes is not everyone’s favorite topic or pastime. Financial inertia is real. I work with employer and individual clients just like you - to overcome the challenges you face, and help put together a process and a team to accomplish the corporate retirement plan or personal financial planning objectives that you have.
I have been active in the financial services industry since 1989, and until most recently was a member of the wealth management team at Sagemark Consulting/Lincoln Financial Advisors where I provided counsel on the estate, retirement and investment planning needs for successful individuals and families. My team and I were also responsible for corporate and not-for-profit clients where we worked together on issues related to employer sponsored retirement plans and key executive compensation.
In 2019, I was inspired to start my own firm with a different vision in mind. To provide holistic retirement planning and consulting services - free of any bias or conflicts of interest, where compensation did not have to be tied to the sale of a product.
It gave me the freedom and flexibility to collaborate with professionals at various firms across the country, and enables me to provide a higher level of service by combining their collective knowledge and experience, along with their support systems, to meet my client’s needs.
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