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.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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White Elephant Inheritance

White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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The A, B, C, & D of Medicare

The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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How to Appeal Your Property Taxes

How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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Buying vs. Leasing a Car

Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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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?

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