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…

We’ve moved!

Come visit us in Suite 300 After almost 6 years in our office space, we’re very excited to announce that Financial Symmetry has moved within our current building, Arena Centre! Our new space, Suite 300, has been totally renovated to…

FSI’s 5th Annual Client Appreciation Night

Our 5th Annual Client Appreciation Night was held on April 24th– a beautiful Friday night–as the Durham Bulls took on the Gwinette Braves.  The game was spectacular–ending in a walk-off home run followed by what many describe as the best…

Mike Eklund Becomes Newest Partner at Financial Symmetry

Mike Eklund has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Eklund states, “It is an honor and privilege to become Financial Symmetry’s newest business partner. It is exciting to be…

A Whirlwind of Growth

As I reflect on how much Financial Symmetry has grown in the past year, I find it hard to believe that we are almost a full week into February. 2014 was a whirlwind for me. If you’ve attended our annual…

Can You Help Me Rollover My Old 401(k)?

“Can you help me roll over my old 401(k)?” It’s a question that comes up often, but the answer isn’t always simple.  Many of our clients come to us with old 401(k), 403(b), 457 and Simple IRA accounts from previous…

Did You ‘Set It and Forget It’… again?

Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2014 budget? I bet your last response is “No.” Now is most likely not the time you are thinking about your expenses or motivated to…

When in Doubt, Don’t Give it Out!

Have you received a suspicious email or phone call lately? Has someone tried to confirm your personal financial information? It is okay to not answer unsolicited requests about you and your financial information. The SEC and Federal Reserve are concerned…