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.
John has 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 he provided counsel on the estate, retirement and investment planning needs for successful individuals and families. He and his team were also responsible for corporate and not- for-profit clients where they worked together on issues related to employer sponsored retirement plans and key executive compensation.
In 2019 he was inspired to start his 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 provided the freedom and flexibility to collaborate with professionals at various firms across the country. All in an effort to provide a higher level of service by combining their collective knowledge and experience, along with their support systems, to meet his client’s needs.
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