Onboarding

STARTING WITH SYMPHONY

MUTUAL DISCOVERY MEETING

This initial discovery meeting is an opportunity for you and the advisor to get to know one another, explore your goals, discuss our services, and determine if there’s a strong mutual fit for moving forward.

SERVICE SELECTION

You and your advisor will decide together on the structure that best aligns with your goals.

One-time financial plan
- Pricing starts at $3,500
Ongoing financial planning and asset management
- Fee-based

ONBOARDING FORMS

Complete the necessary paperwork to formally establish our relationship.

New account forms
Financial planning engagement
Transfer/Rollover forms

IMPLEMENTATION LAUNCH

Begin planning process
Open accounts
Set up secure online access
Connect with strategic partners
- CPA, Estate attorney, etc.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Federally Registered Investment Adviser. Cambridge Investment Research, Inc. and Symphony Financial are not affiliated.

Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Symphony Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Symphony Financial