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  2. Investment Advisory Services and Capital Accumulation

Investment Advisory Services and Capital Accumulation

Symmetry’s capital accumulation strategies are built around the concepts of asset allocation and portfolio diversification.1 Time, not timing, is the most important ingredient to creating wealth. Our investment process helps our clients through different life stages including starting a family, funding for college tuition and preparing for retirement. If you’re seeking income from the assets you have accumulated, you can utilize our distribution strategies to help you create dependable cash flow.

Investment professionals at Symmetry are registered representatives and investment advisor representatives of Securian Financial Services, Inc. An investment professional can help you on a small scale, or help build a strategy for major investments. No matter what life stage you’re in — our preparation can help eliminate the stress often associated with income challenges.

Strategies

• Develop clear and realistic financial goals

• Prioritize objectives

• Defer or help eliminate taxes whenever consistent with an overall financial strategy

• Identify and address various accumulation risks

Solutions

• Full service brokerage

• Investment advisory accounts

• Turnkey investment advisory programs

• Mutual funds

• Stocks

• Variable annuities

• Listed securities

• Corporate bonds

• Government bonds and treasury bills

• Municipal bonds

• Certificates of Deposit

1Diversification and asset allocation do not guarantee against loss. They are methods used to manage risk.

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Contact info

  •   8000 W Interstate 10, Suite 950A, San Antonio, Texas 78230
  •   210-477-7140
  •  pst@symmetrytx.com

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Securities offered through Securities America, Inc., member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc.
Symmetry Financial Solutions and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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