Keep Calm with A Trusted Financial Advisor.
As we move through uncharted waters, it’s 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 newly published book! After spending countless hours workingup 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 IFYOU BOOT HIM OR BURY HIM is here to help women navigate their financialjourney with confidence, knowledge and power.
With “gray divorces” becoming more commonplace, it isimperative for mature-aged women on the verge of turning“suddenly single,” through divorce or spousal death, to navigateyour new normal with knowledge, confidence, and a plan. Thisbook offers succinct, easy-to-digest information on key financialtopics within an enlightening and entertaining framework. Manywomen confronted with the dissolution of a longtime marriagerun to the divorce attorney. If you are or know a woman in thisprecarious situation, read this book first.
In this book you will learn how to:- Understand issues such as Social Security, Medicare, risktolerance, investing, credit, financial planning, life insurance,long-term care insurance, child vs. spousal support, diverseretirement 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 dollopof attitude.
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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 provide 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.
The market is moving, and after a relatively stable decade, these fluctuations may be causing you to worry about the future of your assets. We are here to answer your questions in this uncertain environment. We are dedicated to arming you with the investment information you need through rigorous due diligence and market insights.
Listening, understanding and evaluating where you stand today in your finances is thefirst step in taking action and developing a sound investment plan. I will help put you on the right path to meet your financial goals.
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.
With over 25 years of financial services experience, I invite any and all questions and look forward to working with you.