Angela Keeley-White

Angela Keeley-White 919-851-8200 ext. 209                   Angela Keeley-White is our Client Service Manager. She is responsible for managing our firm’s client communications, social media content, digital initiatives, and onboarding new…

Your Accounts Need Your Attention!

Have you made your 2011 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time!  Tax payers have until April 17th of 2012 to make their Roth contributions for the 2011 tax year.  If…


Whether you're new to investing, or just new to Financial Symmetry, we've provided a list of "frequently asked questions" about our industry and our firm. We hope you find them helpful and informative. If you have any other questions, just...

Client Stories

Our Client Stories section provides a real look into how our services have helped different clients dealing with different situations. From job changes, marriage, first child, retirement and beyond, we work directly with our clients' unique situations to provide services...

Continuous Service

Our Continuous Service offers ongoing monitoring and implementation of your complete financial situation. This service is similar to running a marathon—just because you have trained for and completed one doesn’t mean that you’ll be in the best shape of your life...

There’s Still Time to Contribute to your Roth IRA!

Tax payers have until April 18th of 2011 to make their Roth contributions for the 2010 tax year. If you are within the income limitations to make contributions, a Roth IRA is an excellent investment account as investment growth is tax deferred and withdrawals in retirement can be tax free.

Quicken Your Budgeting Skills

As many of you know, it can be hard to create a budget and even harder to stick to it. To do so, we generally recommend using software like Quicken that is designed specifically for expense tracking.

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