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.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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TIPS for Inflation

TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Critical Estate Documents

Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Disability and Your Finances

Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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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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Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
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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.

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