2011 marks the fourth year that Financial Symmetry partners have played in (and sponsored) the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP, and Bill Ramsay, CFP, along with two guests participated in the Foundation’s 19th annual event on October 5, 2011. Serving 67 North Carolina counties, the O’Berry Center Foundation strives to [...]
On Thursday, August 4th, the team at Financial Symmetry hosted The First Annual Client Appreciation Night. Dozens of clients enjoyed a night of burgers, beer and baseball as the Durham Bulls took on the Lehigh Valley Iron Pigs. Although the Bulls didn’t fair so well (they ended up losing 3-5), Bill, Chad, Allison, Will, Heather [...]
For the past several years, Financial Symmetry has sponsored and participated in the charity golf tournament, Golden on the Green. The tournament, which has been an annual event held at River Ridge Golf Course for the past 10 years, benefits the Neuse River Golden Retriever Rescue.
Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting. The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News. The CFP Board, who issues the CFP® designation, is making a new effort to help define what being a CERTIFIED [...]
Financial Symmetry Supports Local Golden Retriever Rescue Charity
On Tuesday, September 15th, Allison Berger, CFP® and Chad Smith, CFP®, both partners at Financial Symmetry, Inc., returned to their alma mater to speak to NC State’s Personal Finance Club, which is based in the College of Management. The club was created for students who are interested in careers in financial planning, who want to [...]
The recent economic turmoil has left many people with hard-to-answer questions. That’s why local professionals have combined their efforts to give back to the public through the “Your Money Clinic” scheduled for Saturday, Sept. 19th from 9 a.m. – 12 p.m.
We’ve created a few documents that may assist you in sorting and gathering your financial data.
We’ve created a few documents that may assist you in sorting and gathering your financial data.
