Mission statement: Coach our clients towards decisions which potentially will achieve financial success.


We promote financial education and information on available options. For each client, we list out possible options to include pros and cons of each. We offer continuous education on the broadest possible range of investment and insurance products to include how to properly apply the products as solutions to real-life situations.

When clients are inclined to make emotional decisions, we step into advisor roles to identify, implement, and promote the appropriate course of action.

Our promise:

We will forever maintain our independence from any and all financial product providers and be beholding to none except our client. The client will continue to be the center of our attention and will always come first over all else.

Rick Willoughby is a Registered Principal, Brice Willoughby is a Registered Representative both offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and registered investment advisor. Member FINRA and SIPC.Independent Financial Group, LLC and Symphony Financial Services, LLC are not affiliated. 15022 S 40th Pl Phoenix, AZ 85044  This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, DE, FL, GA, IL, MO, NV, NJ, NY, NC, OK, OR, SD, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.