3355 Lenox Road Northeast Suite 1000 Atlanta, GA 30326

404-713-5022
info@carterfinancial.us
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The future depends on what you do today...

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Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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Estate Management Checklist

Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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How Income Taxes Work

How Income Taxes Work
A quick look at how federal income taxes work.
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Data Thieves from Outer Space

Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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What are our clients saying?

What are our clients saying?

Our business is built on a foundation of thoughtful client relationships.

Have a Question?

Reach out to us, and we can prepare a strategy for you.

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