Broker Check
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

Learn More 
 

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.

Learn More 
 

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

Learn More 

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.

Contact Us 

Helpful Content

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.