Employee Spotlight-Colton Tickle

Colton recently joined us full-time as our newest Client Service Associate after completing our internship program.  Colton works directly with our clients, assisting them with account maintenance, including onboarding them to our Continuous Service and assisting our Advisors with financial…

Employee Spotlight- Darian Billingsley

Meet Darian Billingsley—our newest Client Service Associate! Darian recently joined us full-time as our newest Client Service Associate after completing our internship program.  I knew early on that her ability to complete projects with tidy to-do lists and strong attention…

Checking in on Your Retirement Contributions

Have you made your 2016 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time! Tax payers have until April 18th of 2017 to make…

Financial Symmetry Celebrates 15 Years of Service

We’ve been quite busy around the office lately. Our clients continue to share our name with their friends, family and coworkers.  We are so incredibly thankful and overjoyed with the trust you place in our guidance. To most, we’re a…

I Just Left My Job and Need To Rollover My 401(k)

Many people have come to us with old 401(k), 403(b), 457 and Simple IRA accounts from previous employers. Some even have multiple IRA accounts, often from past rollover situations. It’s important to have qualified professionals help you decide on what…

Grace Kvantas, CFP® is Financial Symmetry’s Newest Advisor

Grace Kvantas has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning a CFP® certificate will allow Grace to provide individuals and businesses with services related to their financial and…