Carter Advantage™ Financial Planning
Financial planning helps you define what you really want out of life, and it charts the course to get there. That’s where a partner in the journey is so valuable. Our time-tested formula starts with a customized financial plan.
Discovery
Your plan begins with your planner listening to your needs and wishes, your concerns and values, your fears and beliefs.
Plan Design
Our team of financial planners will sculpt your vision into a thoughtful and strategic plan. With the big picture in mind, we work to isolate your financial risks and maximize opportunities.
Management
Your plan is anything but static. Our financial planners will include well-informed recommendations and guidance based on your needs. We also monitor ongoing external influences such as tax rules, legislation, and economic and market shifts, to ensure that your plan stays in line with market realities.
Periodic Reviews and Proactive Adjustments
Potential adjustments to your life and your financial plan may be identified during your periodic reviews. Your advisor will be proactive in alerting you of opportunities to realign as your needs change.
What’s Addressed in a Plan?
✓ Cash flow
✓ Wills, trusts, & deeds
✓ College funding
✓ Estate planning
✓ Insurance risk management
✓ Investment management
✓ Real estate
✓ Retirement planning
✓ Stock options
✓ Taxes
✓ Risk tolerance
✓ Family dynamics
✓ Goal setting
✓ …and more
Comprehensive Planning
Carter Advantage™ financial plans examine all aspects of your financial life, from wealth accumulation to disposition, and everything in-between.
