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.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Four vacation destinations you might never have thought of.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a crash course on saving for college.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.