Carter Advantage™ Planning Process

Since 1980, our firm has written thousands of comprehensive financial plans. We specialize in writing plans for individuals requiring comprehensive financial management of $2 million to $100 million.

Our comprehensive financial plans contain customized strategies that encompass not just financial and investment objectives, but also personal risk tolerances, demographics, and your own personality, preferences, and life goals. Our financial planners build your plan to include well-informed recommendations and guidance based on your financial needs, as well as legislation, tax rules, and economic and market shifts that impact your plan’s potential for success.* We carefully explore the what and why of what you own and owe, and take care to align your plan with your overall goals.

Our Whole Life Planning Services include:

In addition to creating the initial ‘living’ financial plan, we provide a comprehensive annual review to help ensure your plan remains on track for long-term growth.

*You should discuss any tax or legal advice with the appropriate professional.