We filled 42 bins, over the capacity of 40, and two had to be shredded off-site. Plus, we had at least 4 times the electronic media size. This annual event gives our clients peace of mind when disposing of anything confidential. The 2024 Shred Day was a huge success!

A Thoughtful Legacy: Reflections on Our Family Love Letter® Event
At Carter Financial Management, we believe that true wealth goes far beyond numbers—it’s also the values, memories, and guidance we leave behind for the people we love most. That’s why Carter Financial Management recently gathered with clients and their guests at the...