Symmetry Wealth Strategies - Maya Katzman

Symmetry Wealth Strategies - Maya Katzman Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC.

Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

Your insurance needs don’t stay the same when the nest empties, but what changes?
06/02/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
05/30/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

What would happen to your loved ones if you were gone? Make financial preparations today.
05/29/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

If you thought that payouts from life insurance are tax-free in all cases, think again.
05/27/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
05/26/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
05/23/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
05/22/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/20/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
05/19/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
05/16/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Address

500 N. Central Expressway, Suite 303
Plano, TX
75074

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19723613846

Website

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