News

At Carter Financial Management, one of its core “pillars” is education. The firm believes that having educated clients and financial planners is pivotal to the clients’ financial success. This is why the firm continues to host annual client events, like the Carter...

Jeff Bush is a dynamic and insightful speaker known for translating difficult and confusing information coming out of Washington into growth strategies for investors.

One of our key Carter Financial values is giving back to the community. We demonstrate that value by holding Community Service Days twice a year. For the first time since the pandemic began, we were finally able to safely hold a Community Service Day, so we packed up...

In January of 2022, Texas A&M Agrilife Today published an extensive profile of Bill and Fran Carter, and their generous contributions to the Financial Planning Program at College of Agriculture and Life Sciences. The article covers Bill’s time as A&M’s student...

Giving back has always been important to the CFM team, so we take two days every year to perform community service with a special organization. For our Spring Service Day we traveled to Cornerstone Ranch in McKinney. This caring organization began when a young couple...