top of page

Let us help you work toward
growing, preserving, and enjoying
the results of all your hard work.

-Deana Carter, Carter Financial

Headshot V2.jpg

Keep Calm With A Trusted Financial Advisor.

As we move through uncharted waters, it is important to stay focused on sound investing strategies. Understand the market’s progress in establishing a bottom, and which opportunities could signal economic recovery.



Check out my book! After spending countless hours working up to its release, I’m proud to announce that it’s finally ready. Creative, innovative, and filled with real-life actionable information, WHAT TO DO IF YOU BOOT HIM OR BURY HIM is here to help women navigate their financial journey with confidence, knowledge and power.

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.

Keeping Your Glamorous Lifestyle Cover PDF.jpg

Coming Soon!

Welcome to Carter Financial

Expert, personalized financial advice based on your unique situation and goals.

Carter Financial provides wealth management advice and guidance to help you through the investing process, planning, and importantly provides ongoing support to help you move forward with confidence.

Deana Carter, a LPL registered financial advisor, is a trusted professional offering a full complement of investment services including: financial and estate planning, asset management, insurance, and retirement income planning.

As a financial professional I put our client’s interests first, and provide strategies focused on your specific financial objectives. Clients range from individual investors to small and mid-sized businesses preparing for the future. 

Asset 2.png

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. I will help put you on the right path to meet your financial goals.

Asset 1.png

Our Services and Resources

Whether you’re just getting started, looking to build wealth, or preserve your assets Carter Financial has the latest technology, tools and resources focused on helping you address your most pressing financial questions and decisions.

Asset 3.png

About Carter Financial

With over 25 years of financial services experience, I invite any and all questions and look forward to working with you.

bottom of page