Why you need a Financial Plan
Do you ever ask yourself, “At what age can I retire?” Or, “Am I saving enough to help pay for my child’s college education or buy a new home?” These are financial goals and the best way to answer these…
Angela Keeley-White
Angela Keeley-White akeeleywhite@financialsymmetry.com 919-851-8200 ext. 209 Schedule an Appointment with Angela 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 clients. Angela oversees our...
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…
FAQs
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...
Wealth Management
Our Wealth Management 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...
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.
