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.

What's So Great About a Rollover?

What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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5 Smart Investing Principles

5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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Is Term Life Insurance for You?

Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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The Cost of Procrastination

The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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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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