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
  • Quiz: How Much Do You Know about Social Security?
    You're probably covered under Social Security--according to the Social Security Administration, an estimated 165 million workers are*--but how much do you know about
  • 10 Basic Tax To-Dos for the Rest of 2014
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • What Is the Federal Reserve and What Does It Do?
    If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed did this or that," or "market watchers are wondering what
  • I just learned that my credit- and debit-card information was part of a data breach. What should I do?
    Now, more than ever, consumers are relying on the convenience of credit and debit cards to make everyday purchases, such as gas and groceries, and
  • I'm purchasing a new laptop. Should I also purchase an extended warranty to go along with it?
    If you've ever purchased an electronic device or major appliance, chances are you've been asked if you also wanted to purchase an extended warranty
    
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 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.