DISCLAIMERS



General 

 

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Recommendations
 

Symphony Financial Group, LLC does not provide tax or legal advice. Always consult with a qualified tax and legal advisor. All views expressed by Symphony Financial Group, LLC and its members are done so as merely a free opinion, based on such investigations as are deemed reasonable, and are not in any way to be construed as investment or tax advice. All readers are solely responsible for making their own investment decisions, and it is recommended that any views or suggestions contained within this document should be reviewed by a licensed tax or financial advisor prior to implementation. Neither Symphony Financial Group, LLC nor its members make any personal guarantees as to the accuracy of this information, or the financial success of anyone who bases their investment decisions in an effort to implement the suggestions contained within this document. Any references made to "safety" or "guarantees" refer to the insured nature of fixed annuities, but are subject to the solvency and claims-paying ability of the underlying insurance companies where the policies are issued.

 

 

Copyright Notices
 

Unless otherwise noted, the graphic images, buttons, layout, and text contained in this web site are the exclusive property of Symphony Financial Group, LLC and its related, affiliated and subsidiary companies, and may not be copied or distributed, in whole or in part, without the express written consent of Symphony Financial Group, LLC

 

 

Trademarks
 

The ARIS Lifetime Income Portfolio® is a registered trademark of ARIS Wealth Management, LLC

 

Taxes
 

Withdrawals from annuities prior to 59 ½ may be subject to a 10% tax penalty, according to IRS regulations. Because tax laws are subject to varying interpretations and changes, we recommend that you consult your attorney, tax advisor or accountant.  Symphony Financial Group, LLC does not provide specific tax or legal advice.