An Independent Firm Working For You
Retirement has vastly changed over the years, particularly since the most recent recession. Today, there is an increasing burden on individuals and families to ensure their assets last through their retirement.
Symmetry Financial Group is an independent financial services firm specializing in retirement planning strategies, working closely with individuals, couples, and families as they prepare for one of life’s biggest transitions. Serving as clients’ retirement guide, they assist clients with a number of services that revolve around developing a steady and consistent income, preserving savings and investments, determining appropriate insurance options, evaluating estate planning needs, and more. They are committed to protecting clients so they can enjoy freedom from worry and uncertainty and capitalize on their ability to live life to the fullest.
Symmetry Financial Group forges strong relationships with their clients and holds themselves to very high standards. They take great pride in providing solutions to help individuals and businesses build their financial security and protect what they value the most. Clients also choose Symmetry for their commitment to independence. They provide retirement options with an unbiased perspective whereby they represent the client at all times.
In today’s challenging economic environment, it’s critical to have an retirement strategy in place. Symmetry Financial Group strives to provide the retirement guidance each client needs by creating personalized strategies, providing unbiased recommendations, and educating clients on the latest investment opportunities. Based in Scotch Plains, New Jersey, the firm serves clients throughout the Northeastern United States.
Contact them today for a commitment-free consultation.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Simple steps may help you foil hackers and protect your privacy.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.