Posts by Heather Gudac

Grayson Blazek, CFP® is Financial Symmetry’s Newest Advisor

04/10/2017

Grayson Blazek has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning the CFP® certificate is the next step of…

Checking in on Your Retirement Contributions

01/23/2017

Heather Gudac

Have you made your 2016 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time!…

Financial Symmetry Celebrates 15 Years of Service

10/24/2016

Heather Gudac

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…

Financial Symmetry Celebrates our 6th Annual Client Appreciation Event

05/19/2016

Heather Gudac

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…

I Just Left My Job and Need To Rollover My 401(k)

05/09/2016

Heather Gudac

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…

Cameron Hendricks, CFP® becomes Partner at Financial Symmetry

05/03/2016

Heather Gudac

Cameron Hendricks, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Cameron Hendricks, CFP® Bill Ramsay, CFP®, Founder and President…

You Can Still Save for 2015: Make your Roth IRA Contribution Soon!

02/29/2016

Heather Gudac

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…

Grace Kvantas, CFP® is Financial Symmetry’s Newest Advisor

01/27/2016

Heather Gudac

Grace Kvantas, CFP® 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…

We’ve moved!

09/01/2015

Heather Gudac

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!…

FSI’s 5th Annual Client Appreciation Night

05/11/2015

Heather Gudac

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…

Posts by Heather Gudac

Grayson Blazek, CFP® is Financial Symmetry’s Newest Advisor

Checking in on Your Retirement Contributions

Financial Symmetry Celebrates 15 Years of Service

Financial Symmetry Celebrates our 6th Annual Client Appreciation Event

I Just Left My Job and Need To Rollover My 401(k)

Cameron Hendricks, CFP® becomes Partner at Financial Symmetry

You Can Still Save for 2015: Make your Roth IRA Contribution Soon!

Grace Kvantas, CFP® is Financial Symmetry’s Newest Advisor

We’ve moved!

FSI’s 5th Annual Client Appreciation Night

Download our 5 Questions to Ask Your Financial Advisor eBook

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