Plan for Tomorrow. Live for Today.

Planning for the future shouldn’t rob you of the present – and with the right team behind you, it doesn’t have to.
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The Power of Perspective

Few wealth management firms can claim the wisdom and perspective that comes from weathering more than 40 years of booms, busts, bulls, and bears – and fewer still possess the vision and fiduciary commitment to flourish through it all.

Hear the Carter Financial Management story first-hand from Bill Carter and some of his original partners.

Your Financial Fingerprint

Like your fingerprint, no two of the thousands of financial plans crafted by the CFM team are alike. That’s because we understand no two individuals or families share precisely the same circumstances, personalities, needs, and goals. Once your personal financial plan is in place, your advisor manages your portfolio to help you reach those goals.

CREATING YOUR PLAN

Whatever your goals, Carter planners will design a plan to get you there.

MANAGING YOUR FINANCES

Your plan into action, following Carter’s disciplined, four-step implementation process

Time-Tested Expertise

Only 20 percent of financial advisors nationwide have satisfied the rigorous requirements to become a Certified Financial Planner™. At Carter Financial Management, every advisor is a CFP® certificant.

What’s New

September 22, 2021 – Cybersecurity and YOU

A COVID-19 Update

Dr. Bob Hendler, Chief Medical Officer Texas Hospital Association and Foundation, provides an update about COVID-19. Hosted by: - Deborah Hickey,...

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September 22, 2021 – Cybersecurity and YOU

Property and Casualty Insurance

Could you be paying too much, or covering too little, under your Homeowners, Auto or Liability Insurance? Have you reviewed your coverage lately to...

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Shred Day

Shred Day

Join us for our 2021 SHRED DAY Saturday June 19, 2021 8:30 to 11:30 a.m.   This complimentary service gives you the opportunity to securely...

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Values

Maintaining a high level of expertise, providing outstanding client service, a commitment to educating their clients, and giving back to the community are the closely-held values that have guided the Carter team since day one.

Careers

Working toward a Series 7 license and/or CFP designation and building a financial planning practice or considering transitioning your practice to a financial planning, fee-based orientation? Carter executives would love to meet you!