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