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Symphonic and its professionals are often featured in local news media for their financial expertise, as well as their community involvement. Involvement in a variety of social and philanthropic causes that benefit local, national and international communities is a priority for our financial advisors.
D. Marc Brookings, CMFC, AIF(R) and Shelly Hall-Peterson, AIF(R). The list of financial professionals represents those wealth managers in the Kansas City area that scored the highest in client satisfaction. These individuals represent less than 2 percent of the wealth managers in the Kansas City area. To read the article printed in both Midwest CEO Magazine and KC Magazine, please click here.
Dear Clients of Symphonic,
In light of the extraordinary events associated with Lehman Brothers, Merrill Lynch, AIG, and others, we would like to share some facts and observations...[Read Full Letter]
 SFA on Radio, News/Talk 1310 WIBA in Madison, WI
Mary Schwartz, CFP(R), a financial advisor for Symphonic, was a guest on The Marty K. Show, 1310 WIBA in Madison, WI on March 8, 2008. To hear some of Mary's tips and answers to investment questions from those who called in please check out www.wiba.com, or click here to download the podcast (may take a minute to download).
 Symphonic Financial Advisors Sponsor Kansas City Symphony
Symphonic Financial Advisors is a proud sponsor of the Kansas City Symphony for the 2007 and 2008 season. As a corporate underwriter, Symphonic will be recognized as a sponsor for the performances held on February 15th and 16th, 2008. The symphony will be performing Tchaikovsky Violin Concerto with guest violinist Kanako Ito. For more information about the Kansas City Symphony, please visit www.kcsymphony.org. Discounted tickets are available for our valued clients and friends.
Money Makeover- What to Do With a Financial Windfall
An article by Mary Schwartz, Symphonic Financial Advisor, as published in the March 2007 issue of Wisconsin Women Magazine.
Many of us have played the lottery from time to time hoping for that financial windfall that will set us up for life. So what happens when people do receive some unexpected money?
An unexpected windfall can be a blessing, but it can also be a challenge. How to deal with this situation comes in two parts: First determining the goals you would like to accomplish, and second, how to best put the money to work to achieve them...[Read Full Article]
To decide on what funding vehicles should be used, Peri Ann Aptaker, principal and director of tax services at KLR (Kahn, Litwin, Rensa & Co.) in Providence, R.I., looks at the age and number of children, age and health of the parents, parents' and children's income and assets, and other funding sources, such as from grandparents or expected inheritances. Simon advises before selecting an option ask: What are the tax benefits? Who controls the funds? How much risk is involved? Are there contribution limits? Gloria Birnkrant, partner at NSBN in Beverly Hills, Calif., adds also to consider whether the client wants to manage the funds...[Read Full Article]
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