Financial Symmetry, Inc.
“Your Money Clinic” Opens Doors to Public on Saturday, Sept. 19
Local professionals volunteer time & expertise to
provide free, one-on-one financial, tax and estate planning guidance.
http://www.finsymnews.com/
On Saturday, Sept. 19th from 9 a.m. – 12 p.m., local professionals have combined their efforts to give back to the community by providing free financial, tax and estate planning guidance to the public.
The professionals participating in these one-on-one consultations will include:
• Chad Smith and Allison Berger, two independent Certified Financial Planners® from Financial Symmetry, Inc.
• Zeke Bridges, an Estate Planning Attorney with Bridges Law Firm, PLLC
• Will Holt, CPA with Financial Symmetry, Inc.
The recent economic turmoil has left many people with hard-to-answer questions like:
• Are my investments properly diversified?
• What does my recovery plan look like?
• How will this year’s losses impact my tax bill next year?
• Should I create an estate plan?
• What’s the best way to budget my expenses?
• Should I be contributing to my 401(k) and a Roth IRA?
This event was designed to help give people guidance about where to find answers in a “no strings attached” environment. Anyone seeking advice is encouraged to bring documents relevant to his/her situation such as 401(k), IRA and Brokerage account statements, tax returns, and wills and estate related information.
“The last two years have been a wake-up call for people financially. Our desire with these one-on-one meetings is to help people understand the implications of the economic crisis while giving them some practical advice on how they can improve their personal situation,” said Chad Smith, CFP.
The event will be held in the Financial Symmetry offices located at 1401 Sunday Drive, Suite 115.
Contact: Chad Smith, CFP ®
csmith@financialsymmetry.com
919-851-8200 ext 202
1401 Sunday Drive, Suite 115
Raleigh NC 27607
Photo:
http://www.prlog.org/
