Mike Eklund Joins Financial Symmetry, Inc.

Mike Eklund is the most recent addition to the Financial Symmetry team. He joins us after making a career transition from the banking industry to personal financial planning.

Mike Eklund is the most recent addition to the Financial Symmetry team. He joins us after making a career transition from the banking industry to personal financial planning. He passed the CFP exam in March 2011 and is in the process of fulfilling the experience requirement to complete the CFP designation.

Mike graduated from the University of Illinois with a B.S. in Finance and received a MBA from the Kellogg School of Management at Northwestern University.

Mike's responsibilities include assisting the advisors in all aspects of financial planning, data management and detailed research analysis to best serve our clients for the long term.

Going forward, he is looking forward to benefiting FSI's clientele in each of FSI's fee-only services - financial planning, investment management and wealth management.

For more information about Mike and what he does for Financial Symmetry, you can find him on our Meet the Team page: www.financialsymmetry.com/our-team/mike-eklund/

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.

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 :
Mike Eklund
Financial Symmetry
Raleigh NC 27607
(919) 851-8200 ext. 208
[email protected]
http://financialsymmetry.com/

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Mike Eklund
Press Contact, Financial Symmetry
Financial Symmetry
Raleigh NC 27607
Raleigh, NC 27607
United States