Since 2014, we have positively impacted the lives of others by ensuring that income outlives the person.


Our philosophy

At Carter Financial, our philosophy is that persons serious about a secure retirement should work with a professional for Income Planning, Investment Planning, Tax Planning, Healthcare Planning and Legacy Planning.

"When I work with clients, I go beyond theory simply because I have walked in their shoes. I've lost retirement savings during a market correction, I've dealt with high debt, serious illness, etc. Bottom line...I know what it takes to recover from and protect against financial hazards in life.  I have lived through them and not just read about them in a book."

-Greg Carter, Certified Financial Fiduciary®

This is what our clients are saying about the work we have done with them:

Thank you for whipping us into shape with financial planning and life insurance selection. You are great listener and networker. We are so glad you are there to steer us in the right direction as a family and as business owners.
— Yvonne & Randall, Clients in Atlanta
“I need additional help with my financial outlook based on how 2017 is shaping up. You have been so helpful to me in the past and I really appreciate it.”
— Jackie, Client in Atlanta
This program makes a lot of sense. I wish that someone had advised me on saving for the future this way when I started out. I want my 23 year old daughter to meet with you ASAP.
— Vonda, Client in Atlanta
Living Benefits is really a great feature that I had no idea about.
— Brad, Client in Florida
I make enough money now to save for retirement but I haven’t known the best way to do that until now. Thank you.
— Candice, Client in California
I received my final paperwork in the mail today. Thanks again for helping me to solidify my future.
— Denzel, Client in South Carolina
When I look at what I was projected to receive in retirement before I met you versus now that we’re working together, it’s like night and day... This is a very good thing. Thank you.
— Gina, Client in Atlanta
I’m glad that we discussed this topic because I truly want to set my grandson up for the future financially. Thank you!
— Greta, Client in Middle Georgia

Financial Experience Survey

Complete the financial experience survey so that we can begin work on your financial plan.