Symphony Financial Services
Rick Willoughby, AWMA®, AAMS®
Brice Willoughby Registered Rep
480-209-6420
rick@symphonyfinancial.us
Mission Statement
It is our professional mission to position our clients where they are most likely to achieve financial success.  When they are concerned to educate them on their options and the pros and cons of each.  When clients are inclined to make emotional decisions act as an advisor not an agreer, to identify, implement and promote the appropriate course of action.  Continuous education on the broadest possible range of investment and insurance products and how to properly apply them to solve real-life situations.  We will forever maintain our independence from any and all financial product providers and be beholding to none except our client. The client will continue to be the center of our attention and will always come first over all else.
Newsletters
  • A View of Health Care from Around the World
    The United States health-care system has been impacted by the Affordable Care Act (ACA). But how does delivery of health care in the United States compare to that of
  • Retirement Myths and Realities
    We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are four common
  • How the Windsor Decision Affects Retirement Plans
    Spouses of employer-sponsored retirement plan participants have certain rights when it comes to the plans. Because of this, the legal definition of "spouse" is
  • Why are you paying more at the pump?
    Have you ever stood at the pump wondering why you're paying so much to fill up your vehicle? The answer is ... complicated. According to the U.S. Energy Information
  • Chart: Ten-Year History of U.S. Average Gas Prices
    Gas prices fluctuated widely in 2008, peaking at a high of $4.11 during the second week of July, then plummeting to $1.81 by the first week of December. Since 2008,
    
PreviousNext
Tell A Friend Tell A Friend
Connect with us on: Go to YouTube Channel  
 
 
 Rick Willoughby is a Registered Principal, Brice Willoughby is a Registered Representative both offering securities through Independent Financial Group, LLC, a registered broker-dealer. Rick Willoughby offers 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. 15022 S 40th Pl Phoenix, AZ 85044  This material was created by Forefield to provide basic information on the subjects covered. The services of a tax, legal or financial professional should be sought regarding your individual situation and what investments are appropriate for you. For tax information go to www.irs.gov .

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, GA, IL, NV, NJ, NY, NC, OR, SD, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.