Financial Advisor

Composing your financial symphony!

 

 

Rick Willoughby AAMS, AWMA

 financial planner financial advisor investment managers - Paladin Registry

If you have recently changed employers or become unemployed it is important to take control of your 401k contact us here for a free review and more information!

Are there financial opportunities you are missing?  The dramatic changes in the market have caused both turmoil and opportunity.  Contact us for a free review perhaps there is an opportunity for you!

 

Specializing in IRA's and 401k rollovers

Symphony Financial Services helping you compose your financial symphony…


 

 


 

 
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

More Newsletters →