Who We Serve

Client Centered

Our clients come to us from all walks of life. They are often referred to us when they are in a stage of transition, or when a life changing event has occurred such as retirement, death of a loved one, divorce, receipt of a significant inheritance, or even when contemplating a career change.

Turn your retirement dreams into reality;

  • Coordinate your financial life
  • Address uncertainty
  • Be intentional about the future

Life is too short to figure everything out.  Retirement planning is complex.  Get the help you need, so you can be free to do what you want in life.

SCHEDULE A CALL

Hi!  This is John Koshy.  In my dual role as Financial Advisor and Managing Partner of Symphony Retirement Partners, LLC, I take a personal interest in the clients we serve.  Although I have wonderful relationships with clients from various backgrounds and ethnicities, many of my clients seem to identify themselves as a member of one of the groups below.

Healthcare Professionals

Healthcare Professionals

My mother was a nurse and she may be the reason why I have connected so well with those who work within the Health Care community.  I have worked with Physicians, Dentists, Chiropractor's, Nurses,  CRNA's, as well as the employees of various Health Insurance Companies such as United HealthCare, CIGNA, Humana and Aetna.  I understand your world and the challenges you face.  

Corporate Executives

Corporate Executives

Prior to starting my own firm I had the opportunity to work at a couple of large Fortune 500 companies and some mid-sized firms as well.  Many of my current clients are corporate executives within the field of Health Care, Insurance, Manufacturing and Technology.  I understand the complexities of executive compensation and employee benefits and it's impact on overall financial planning.

1st Generation Immigrants

1st Generation Immigrants

I can relate as I am one myself.  My Father worked for the American Embassy in India and we relocated to the USA in 1983.  I grew up in Calcutta and speak Hindi, Bengali and Malayalam.  My Father is from the State of Kerala and my mother is from the State of Bengal.  I would love to know your story.  We may have a lot in common.  

Independent Women

Independent Women

I have been privileged to know strong independent women starting with those within my own family.  Women who have not only earned my respect but also from everyone who knows them on a personal or professional basis.  I enjoy working with women as they tend to be well organized, thoughtful, kind, and often have a desire to plan ahead.