On Friday, April 26th, we hosted our Third Annual Client Appreciation Night. Almost 150 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Toledo Mud Hens. It was one of the most exciting Durham Bulls game in memory. We got to witness [...]
By Katie Bryan, America Saves Communications Manager. America Saves Week, February 25 – March 2, 2013, is chance for individuals to assess their own saving status and take financial action. Studies reveal that having a savings plan with specific goals can have beneficial financial effects, even for lower-income families. Here are 5 easy ways to [...]
On Thursday, February 7th, Kiplinger teamed up with the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation to answer retirement and financial questions. The program was called “Jump-Start Your Retirement Plan Days.” Financial Symmetry partner Allison Berger, CFP®, participated in the online chat series, in a segment focusing on “Income in [...]
On October 10th, as a part of the SAS Work/Life program, FSI Partner Chad Smith spoke to employees at the SAS Campus in Cary. The topic dealt with common Retirement Myths that are circulated by popular sources which tend to become etched in our beliefs as facts or definitive truths surrounding investing and the economy. [...]
2012 marks the fifth year that Financial Symmetry partners have played in (and sponsored) the O’Berry Center Foundation Golf Tournament. This year, Will Holt, CFP®, and Bill Ramsay, CFP®, participated in the Foundation’s 20th annual event on October 4, 2012. Serving 67 North Carolina counties, the O’Berry Center Foundation strives to improve the quality of [...]
For the past seven years, Financial Symmetry has had the privilege of sponsoring and participating 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. This year, FSI brought 4 [...]
On Saturday, May 19th, the team at Financial Symmetry hosted their Second Annual Client Appreciation Night. Over 100 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Charlotte Knights. Although the Bulls didn’t fair so well (very similar to last year) we [...]
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.
We’ve created a few documents that may assist you in sorting and gathering your financial data.
