A sound insurance program can help protect your family from the financial consequences of unexpected events. Most people think all financial planners and financial advisors are "certified", but this isn't true. Anyone with a basic securities or insurance license can put Financial Advisor on their business card.
Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP certification trademarks which represent a high level of competency, ethics, and professionalism. And because they are held to a fiduciary standard of care, a CFP Professional is required to act in your best interest.
Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP certification trademarks which represent a high level of competency, ethics, and professionalism. And because they are held to a fiduciary standard of care, a CFP Professional is required to act in your best interest.
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Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement or other goals in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a team with a Financial Planner and an Enrolled Agent, we are committed to helping people just like you create solutions for their lives.
At Symmetry Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We are a husband and wife team with different specialties. Cindi Pellegrino is a CERTIFIED FINANCIAL PLANNER professional who specializes in Retirement Income planning, Investment Management, and Financial Planning.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
One of the most important decisions a retiree must make is when they should apply for Social Security benefits. This is a challenging decision and not one to be made lightly. This lifetime, inflation-adjusted income makes it one your most significant assets. Claiming benefits too early can cost you thousands if not potentially hundreds of thousands of dollars over your lifetime.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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