Enhance Today | Enrich Tomorrow
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…
We were honored this year to host over 190 of our clients and their families to an evening with the Durham Bulls. This event was our largest yet, with a great mix of clients that have been with us over…
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…
Cameron Hendricks, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Clients first is a foundational principle of our firm…
Have you made your 2015 Roth 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 2016 to make their Roth contributions…
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…
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…
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…
Cameron Hendricks 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 Hendricks to provide individuals and businesses with services related to their financial and…
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…
