Allison M. Berger

CFP®, CeFT®

LinkedIn Website The Secret to Early Retirement

Financial Symmetry, Inc.5438 Wade Park Blvd, Suite 310, Raleigh, NC 27607

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Executives

Retirees or Seniors

Women & Female Leaders

Major Milestones I Specialize In

Early Retirement or Financial Independence

Retirement Planning

Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

FINRA BrokerCheck SEC Investment Adviser Public Disclosure

Schedule a Consultation

Financial Planner Certifications

Securities Registrations or Exam Qualifications

Series 65

Designations & Certifications

CFP®

Technical Skills

Tax Planning

Retirement Income and Distribution

Concentrated Stock and Diversification Planning

Charitable Giving

Compensation

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Assets Under Management (AUM): Fee for ongoing active management of your portfolio, upon which a percentage of assets is assessed. Refer to the planner's Form ADV for details.
Project-Based: A one-time flat fee for a specific project—like a single topic or a complete financial plan. Ideal if you just need advice right now without an ongoing commitment.