CARTER FINANCIAL
Building, Managing,
& Protecting Wealth
Smart Strategy Meets Peace of Mind
At Carter Financial, your story, your goals, and your future come first. Every financial journey is different, and Deana Carter is committed to understanding what matters most to you — not just your portfolio, but your life.
With decades of experience advising high-net-worth individuals, families, and business owners, Deana brings clarity to complex decisions in investment management, wealth planning, and trust services. Her approach is rooted in listening, setting clear expectations, and building long-term relationships based on trust, discretion, and respect.
Carter Financial offers a full suite of personalized services, including investment strategy, comprehensive financial and estate planning, asset and trust management, and real estate oversight. Each plan is designed with care, focus, and precision — tailored to support your vision for today and protect your legacy for tomorrow.
More than managing money, Deana Carter is dedicated to safeguarding what you have worked so hard to build. If you are seeking guidance you can trust, and a partner who truly puts your interests first, Carter Financial is where your next chapter begins.
Arrange a private consultation today and elevate your financial strategy with expert insight.
Let me create and manage an investment strategy designed to pursue your
goals, risk tolerance and time horizon.
- Deana Carter
Products & Services
Carter Financial provides integrated wealth management solutions that encompasses
all dimensions of our your financial life. Strike a balance between
Lifestyle, Money, Tax Management and Retirement.
Planning
Financial Planning
College Planning
Estate Planning
Investments
Stocks
Bonds
Government Securities
Insurance
Life Insurance
Long Term Care
Variable Annuity
Retirement
Traditional IRA
Roth IRA
SEP IRA
401(k) Planning
Personalized & Objective Advice
Listening, understanding and evaluating where you stand today in your finances is the first step in taking action and developing a sound investment plan.
We put high net worth people on the right path to meet their financial goals.
Our Services and Resources
Whether you’re just getting started, looking to build wealth, or preserve your assets Deana Carter has the latest technology, tools and resources focused on helping you address your most pressing financial decisions.
About Carter Financial
With over 30 years of financial services experience, Carter Financial invites inquiries and we look forward to helping protect and build your wealth.
Contact us today and discover
the reason why so people trust
Carter Financial
"POUR YOURSELF A DRINK, PUT ON SOME LIPSTICK, AND PULL YOURSELF TOGETHER." ~Elizabeth Taylor~
What To Do If You Boot Him Or Bury Him
With “gray divorces” becoming more commonplace, it is imperative for mature-aged women on the verge of turning “suddenly single,” through divorce or spousal death, to navigate their new normal with knowledge, confidence, and a plan. This book offers succinct, easy-to-digest information on key financial topics within an enlightening and entertaining framework. Many women confronted with the dissolution of a longtime marriage run to the divorce attorney. If you are or know a woman in this precarious situation, read this book first.
In this book you will learn how to:
- Understand issues such as Social Security, Medicare, risk tolerance, investing, credit, financial planning, life insurance, long-term care insurance, child vs. spousal support, diverse retirement vehicles, home retention vs. downsizing, and more — all from the perspective of a suddenly single woman.
- Learn from real-life examples, spiced with humor and a dollop of attitude.
- Think and act judiciously on your own behalf in high-stress circumstances, so you can make the wisest choices for now and your future.
- Make the rest of your life the best of your life.
After spending countless hours writing these books, I’m proud to announce they are finally ready.
Creative, innovative, and filled with real-life actionable information,
is here to help women navigate their financial journey with confidence, knowledge and power.
Keep Your Glamorous Lifestyle
In Keep Your Glamorous Lifestyle, Deana Carter challenges the belief that financial change must mean personal sacrifice. This empowering guide equips women with the tools, mindset, and strategies to protect the life they’ve built—especially during periods of financial transition. With a clear focus on preservation, planning, and informed decision-making, the book offers guidance on maintaining financial independence while still embracing the lifestyle and standards you’ve worked hard to achieve.
What to Do If You Boot Him or Bury Him
Life can shift suddenly through divorce or the loss of a spouse, and What to Do If You Boot Him or Bury Him was written to prepare women to meet that moment with knowledge instead of fear. Deana Carter offers a practical, compassionate roadmap for navigating the financial realities that follow major life changes. From understanding assets and obligations to making confident long-term decisions, this book helps women regain control, stability, and clarity—when it matters most.
Mastering Your Finances
Mastering Your Finances is a foundational yet elevated guide to personal financial power. Designed for women at any stage of wealth, Deana breaks down complex financial concepts into practical, actionable steps without diluting their importance. Readers are guided through budgeting, investing, debt management, and long-term planning with one consistent goal: confidence through understanding. It is not just about managing money—it is about mastering the decisions that shape your future.
