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About Us. Experience. Independence. Our Approach.
 

Financial Independence

What will last longer – you or your money? We prepare a personalized multi- decade plan to prepare you for the realities of a retirement landscape that has shifted dramatically

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Investment Philosophy

During inevitable market upheavals, do you feel the confidence that comes from having an investment portfolio that is designed to address all economic scenarios? Because there is no cookie-cutter investment portfolio that is right for everyone, we craft disciplined, targeted strategies aimed at providing potential for growth ahead of inflation over the long term, while working to provide the income you need to live over the short term.

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Risk Management

Do you have any financial blind spots? We take a 360 degree look at your financial situation to identify anything that may financially harm you, your family or your businesses

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Understanding Today's Financial Environment

At Carter Financial, we serve as our client’s personal CFO, advising on all matters where finances and life intersect. For more than 30 years, our business has focused on continually researching and understanding the dynamics of financing a multi-decade retirement. After taking you through an immersive discovery process, we help you define everything you are trying to accomplish in your financial life. We then map your current financial situation to your short and long-term objectives. We quarterback your financial life by coordinating with CPAs, estate attorneys and other professionals to ensure you have an integrated financial plan.

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Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.