Symmetry Wealth Management LLC
About
We are a husband and wife team who specilize in different aspect of our clients lives. Cynthia is a CERTIFIED FINANCIAL PLANNER who assists our clients with improving their overall financial situation now and into retirement. Robert is an Enrolled Agent and he specializes in helping our clients manage their tax liabilities today and through retirement. This is a winning startegy for our clients as they have 2 people looking at their situation from different perspectives and we bring those together for the benefit of our clients.
Specialties
Comfort with finances
Career stage
Annual income
Service type
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Our initial conversation is free of charge. This is a great way to get to know us and we can both see if working together would be beneficial. We take about an hour or so to talk through your situation and find out what is important to you and see how we can improve your situation.
What education and/or training do you have that relates to your work?
Both Bob and I have certifications in our fields. I am a Certified Financial Planning professional as well as a Certified Divorce Financial Analyst. Bob has become certified with the IRS as an Enrolled Agent.
Do you have a standard pricing system for your services? If so, please share the details here.
We generally charge fees based on the complexity and time needed to do the work or planning work for our clients. This can be done as an assets under management fee if we are managing your assets for you. It can also be done as a flat fee one time, or an ongoing fee charged annual, quarterly, or monthly at your preference.