Financial Planning
We design customized comprehensive financial plans that help you set priorities and realize your financial goals. Our financial plans are billed based on the tiers listed below. Our planning tiers…
Search Results for “estate plan”
Why you need a Financial Plan
Click to enlarge, or view the survey Do you ever ask yourself, “At what age can I retire?” Or, “Am I saving enough to help pay for my child’s college…
Planning the End of Your Life
We are an aging population in the US. In 2009, there were 39.6 million people over the age of 65. In 2030, there is expected to be 72 million in…
Planning for a Second Marriage
The Situation Frank and Sally are entering into their second marriage. Both of them have children from prior marriages. Each of them has a net worth over $1 million. However,…
Let’s Make A Plan…
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,…
Will the 2010 Estate Tax Repeal Impact You?
When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…
Decision Making in the Middle Years of Retirement, Ep #216
 Now that you have made it through the retirement danger zone with your financial plan intact, what’s next? This season can be full of opportunities, both personal and financial. At…
Turn Your ‘What Ifs’ into ‘What’s Next’ with These Retirement Stepping Stones, Ep #210
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is…
Financial Advisors in Raleigh, NC
Fee-Only Fiduciary Financial AdvisorsLet’s Achieve Your Financial GoalsGet Started NowOur Client StoriesFinancial Symmetry at a Glance(As of 6/30/2023)1+Million Dollars in Assets Managed1+Number of CFP®s1+Total Employees1+Years in BusinessFee-Only Financial AdvisorsWe are…
End-of-the-Year Financial Checklist
The end of 2023 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some…
