Financial Symmetry Is Gamma Optimized!
Morningstar recently published research that actually quantifies the extent to which smart financial planning decisions can positively impact your retirement account.
Online, January 8, 2013 (Newswire.com) - Morningstar recently published research that actually quantifies the extent to which smart financial planning decisions can positively impact your retirement account.
What struck the partners at Financial Symmetry most was that none of this was new to them. Gamma simply gave a name to the value that FSI has been providing for over 15 years. It illustrates the concept that things other than investment return provide value in a financial planning relationship.
Gamma is broken down into 5 main factors:
- Total Wealth Asset Allocation
- Dynamic Withdrawal Strategy
- Asset Location and Withdrawal Sourcing
- Liability-Relative Optimization
- Annuity Allocation
For more information about Gamma, visit www.FinanicalSymmetry.com and read FSI's recent blog posts on the topic:
- 29% Retirement Raise: http://financialsymmetry.com/29-retirement-raise-2/
- Benefits of Tailored Investment Advice: http://financialsymmetry.com/total-wealth-asset-allocation/
- Dynamic Withdrawal Strategy - the 2nd Gamma Component: http://financialsymmetry.com/dynamic-withdrawal-strategy-2nd-gamma-compo...
About Financial Symmetry, Inc.
Financial Symmetry, Inc. provides fee-only financial planning, investment management and wealth management services for individuals and their families. 'Fee-only' means that we neither sell products nor receive commissions, being paid solely by our clients. This allows us to offer our clients the impartial advice necessary to make effective financial decisions. Visit www.FinancialSymmetry.com for more information.
Financial Planning
Smart management of your money starts with a solid plan. At Financial Symmetry, we design customized financial plans that help you set, prioritize and realize your financial goals. We start most of our client relationships with a financial plan and may recommend our Investment Management or Wealth Management services to you based on your personal situation.
Our Financial Planning service is charged on an hourly rate, with complete servicing normally ranging from $300 to $3,000, depending on the complexity of your situation. We typically complete a Net Worth and Cash Flow Projection that helps to answer whether you can accomplish your goals. This process also yields increased efficiencies which save you money by "tuning up" your financial strategy. We also evaluate your future cash flows which helps to determine an appropriate risk capacity for your investment portfolio. We are more than happy to provide you with a quote based on the information you provide us.
CONTACT INFO: Allison Berger, CFP®, Financial Symmetry, [email protected], (919) 851-8200 ext. 201
Contact :
Allison Berger
Financial Symmetry
1511 Sunday Drive Suite 120 Raleigh NC 27607
919-851-8200 x 204
[email protected]
http://www.financialsymmetry.com
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Tags: Financial planning, financial symmetry, FSI, gamma 0, investment management, Morning Star
