Morningstar recently published research that actually quantifies the extent to which smart financial planning decisions can positively impact your retirement account.
(prHWY.com) January 8, 2013 - Raleigh, NC -- Raleigh, NC, January 08, 2013 -- 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.
CONTACT INFO: Allison Berger, CFP®, Financial Symmetry, aberger@financialsymmetry.com, (919) 851-8200 ext. 201
Contact :
Allison Berger
Financial Symmetry
1511 Sunday Drive Suite 120 Raleigh NC 27607
919-851-8200 x 204
aberger@financialsymmetry.com
http://www.financialsymmetry.com
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