Symphony Financial Services LLC
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $50,000
Minimum client income required: No minimum required
Title: AAMS. AWMA
Offering advice since: 1999
Areas of focus:
- Business planning
- Divorce planning
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Rick Willoughby:
I am responsible for assessing my client's unique financial situation and devising a plan that will help meet their financial goals. This involves much more than investment advice, and, indeed, investment advice is not always the most valuable thing a financial advisor provides.
We look for ways you can increase your savings, reduce your debt, minimize your interest costs, ensure that you are protected in the event of illness or disability, examine your tax situation and look for ways to reduce the taxes you pay, consider whether you require estate or succession planning assistance and then we will turn to the matter of how best to maximize the returns on your investment capital.
Everyone should have access to sound advice.
Independent financial advisers are the only type of financial advisers who are able to select from all the products available in the marketplace - making sure you get the right product for your individual needs. I recognized this fact at the start of my career and have always been independent of corporate mandates, financial products and restrictions. I can and do use all of the tools in the tool box!
Compensation and Fee Structures:
We base our fee structure on what is best for the client.
Licenses, Certifications & Affiliations:
Accredited Asset Management Specialist, Accredited Wealth Management Advisor, Life, Health, Disability insurance licenses, Series 6,7,22,24,63 and 65 securities registrations.
Licensed to sell securities in AZ, CA, GA, NV, OR, TN and WA
College for Financial Planning, Denver CO
Will provide references upon request?
Further information about Symphony Financial Services LLC:
(Size of firm: 10-49 advisors)
Rick Willoughby is a Registered Principal offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Independent Financial Group, LLC and Symphony Financial Services, LLC are not affiliated.
Contact Information for Rick Willoughby
Phone: (480) 704-7431
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Address for Rick Willoughby:
15022 S 40th Pl
Phoenix, AZ, 85044
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