Carter Financial provides clients with wealth management advice and guidance. LPL Registered financial advisor Deana Carter offers access to a full complement of investment services including: financial and estate planning; asset management through LPL Financial; insurance; and retirement income planning.
Our clients range from individual investors to small and mid-sized businesses preparing for the future. Deana Carter is affiliated with LPL Financial, the largest independent broker/dealer in the country*.
Please explore our site and learn more about our experience, resources and services. Reach us by calling (858) 756-1566 or by sending an e-mail.
* As reported in Financial Planning magazine 1996-2012, based on total revenues.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
For some, the social impact of investing is just as important as the return, perhaps more important.
Do your insurance needs stay the same when the nest empties?
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.
How will you weather the ups and downs of the business cycle?
Here’s a quick guide to checking to see if you have unclaimed money.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.