Potato, Potatoes, Tomato, Tomatoes, Lizard, LiSERT...
Have you checked your LiSERT Score lately? This score isn't a measure of how fast your pet lizard is or how well it can hide in a natural habitat. It is a measure of how solid your Income Replacement Program is.
LiSERT Scores measure the Liquidity, Safety, Expense, Return and Taxation of an Income Replacement Program. An Income Replacement Program is the strategy that you put in place to replace your income when you retire. An Income Replacement Program also "kicks in" in the event that you have a sudden loss of income due to a serious illness or worse.
Said another way, an Income Replacement Program is your "financial game plan" for the future. The LiSERT Score determines how prepared you are to replace your income.
My focus is on building solid Income Replacement Programs for my clients. In fact, it is what I do all day, every day and I am really good at it.
Call us today to schedule a complimentary consultation. I promise that I don't have a pet lizard on my desk!
Carter Financial Buckhead Office
We have moved! Carter Financial is now located at 3355 Lenox Rd NE, Suite 1000, Atlanta, GA 30326. Our new offices are in the center of Buckhead, across the street from Lenox Mall.
The new space accomodates large meetings and one on one client meetings.We are loving the change of scenery and our clients find the location very convenient.
Schedule your financial check-up today as an excuse to visit our new digs or to sneak over to Lenox Mall for shopping afterwards.
We look forward to seeing you!