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Symphony Wealth Group

@symphonywealthgroup

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Financial advisors helping you build, grow & protect your wealth — one orchestrated plan at a time.

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Most parents think the last tuition check means game over for college. The data says it's halftime.

50 percent of parents with adult children still provide regular financial support, spending $1,474 a month to do so. That's more than twice what they're putting toward their own retirement.

Here's what "just helping out a little" actually looks like:

✅ 75 percent of parents aged 45+ are financially supporting at least one adult child, even though over half of those children can meet their own basic needs, according to a 2025 AARP survey.

✅ 42 percent of supporting parents report financial stress. 9 percent have retired early because of it.

✅ 47 percent say they've sacrificed their own financial position for the sake of their kids.

✅ 18 percent say the support could continue indefinitely. They don't see an end in sight.

This isn't about being less generous. It's about being intentional.

Whether your kid just graduated, graduated five years ago, or is still in school, the question is the same: Is your support happening by design or by default?

That's worth a conversation.

#Retirement #Money #PersonalFinance #EmptyNest #WealthManagement by @symphonywealthgroup

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a day ago

Where has SWG been? 🌄

📍 Out on the trails with Mark and Bryson Andregg — enjoying the freedom of the open outdoors and taking in incredible views along the ride. The best adventures are the ones shared with family.

#SymphonyWealthGroup #FinancialPlanning #RetirementPlanning #LiveWell #PlanoFinancialAdvisor #OutdoorAdventure #DirtBiking #LifeWellPlanned by @symphonywealthgroup

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2 days ago

One Fed rate hike is unlikely to change the economy overnight, but it could signal a meaningful shift in where interest rates are headed. In this week’s Money with Murphy, Kara examines why some companies and consumers are better protected from higher rates, while others may feel the pressure almost immediately. She also explains why mortgage rates could remain elevated regardless of the Fed’s next move. by @symphonywealthgroup

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5 days ago

Our partners at Symphony Wealth Group recently had the opportunity to spend the day with Rob Bartenstein, Founder & President of Kestra Private Wealth Services, and Scott Wilson, Founder & Senior Managing Director of Kestra Private Wealth Services, while they were in town recording an upcoming episode of their podcast, PWS On The Fly.⠀
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We're incredibly grateful for our partnership with the KPWS team. Scott and Rob continue to be outstanding leaders, partners, and advocates for independent advisors, and we're thankful for the support, collaboration, and opportunities they've provided along the way.⠀
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Stay tuned for the upcoming podcast episode featuring our team. We can't wait to share it with you!⠀ by @symphonywealthgroup

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6 days ago

Life insurance is often framed as something you only think about “just in case.” But for many people, it can be part of a broader financial foundation—supporting both current flexibility and future considerations. From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation. Several factors affect the cost and availability of life insurance. And any guarantees associated with a policy depend on the issuing insurance company's ability to continue making claim payments.

#LifeInsurance #FinancialEducation #PersonalFinance #WealthBuilding #SymphonyWealthGroup by @symphonywealthgroup

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7 days ago

Living longer doesn’t automatically mean living better. Healthy Aging Month is a reminder that how we age is shaped by more than just time. Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time. Small, consistent habits—both physical and financial—can influence what those years look like. ⠀
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Sources: World Health Organization, Aging and Health, October 2025 American Medical Association, What Doctors Wish Patients Knew About Healthy Aging, September 2025 Stanford Medicine, Five Healthy Habits for Successfully Aging, January 2026 EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025⠀
⠀ by @symphonywealthgroup

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9 days ago

Where has SWG been? 🗽

New York City with SWG Founder & Managing Partner, Josh Smith and family — visiting the iconic Charging Bull and exploring the heart of the financial world. It's a fitting reminder that thoughtful planning isn't just about building wealth, it's about creating opportunities to enjoy meaningful experiences with the people you love most.

#SymphonyWealthGroup #FinancialPlanning #RetirementPlanning #LiveWell #PlanoFinancialAdvisor #NYC #FamilyAdventures #LifeWellPlanned taken in New York City by @symphonywealthgroup

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13 days ago

Our Symphony Wealth Group family is growing!

Please join us in congratulating our Senior Associate, Ross Viergever, and his wife, Brooke, on the arrival of their second son, Hudson!

We are thrilled for the Viergever family and wish them countless blessings, joyful memories, and special moments as they welcome their newest little one.

Welcome to the world, Hudson! 💙

#SWGTeam #WelcomeHudson #GrowingFamily #SymphonyWealthGroup by @symphonywealthgroup

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14 days ago

Congratulations to our Relationship Manager, Camryn Brown, and her husband, Cody Barrentine, on their recent marriage! 💍

We are so excited to celebrate this special milestone and wish them a lifetime filled with love, joy, laughter, and countless blessings. Please join us in congratulating the happy couple as they begin this exciting new chapter together!

❤️ Congratulations, Camryn & Cody!

#SymphonyWealthGroup #Congratulations #JustMarried by @symphonywealthgroup

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15 days ago

The house gets quieter. The budget shifts. And suddenly you're thinking less about lunchboxes and more about your own long-term goals.

The empty nest after divorce isn't just an emotional transition — it's a financial one too. As shared expenses change, it's the right moment to revisit your savings and retirement priorities.

Our blog walks through how to navigate this season with a plan that supports your kids and protects your own future. Read it now — link in bio.

#EmptyNest #DivorceRecovery #FinancialFreedom #WomenAndMoney #RetirementPlanning #DivorceSupport #NewChapter #SymphonyWealthGroup by @symphonywealthgroup

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16 days ago

Today, we remember the lives lost on September 11, 2001, and honor the bravery of the first responders, service members, and everyday Americans who faced unimaginable challenges with courage and strength. As we reflect on this day, we are reminded of the resilience, unity, and enduring spirit that continue to define our nation.

#PatriotsDay #NeverForget #SymphonyWealthGroup by @symphonywealthgroup

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19 days ago

Where has SWG been? ⠀
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Slovenia with SWG Founder & Managing Partner Amber Andregg and family — taking in remarkable natural wonders and centuries of history while making lifelong memories. Adventures like these remind us that thoughtful planning can help make life's most meaningful experiences possible.⠀
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#WherehasSWGBeen #Slovenia #ThoughtfulPlanning #DFWFinancialAdvisors #SymphonyWealthGroup taken in Slovenia by @symphonywealthgroup

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20 days ago