Deana Carter

(858) 756-1566

Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement The Cycle of Investing
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Carter Financial

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.

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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

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

 

Split Annuity Strategy

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Crowdfunding—Capital for the 21st Century

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Investing with Your Heart

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Insurance Needs Assessment: For Empty Nesters and Retirees

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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This calculator can help you estimate how much you should be saving for college.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Can Election Results Predict the Market?

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Surprise! You’ve Got Money!

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What Our Kids Can Teach us About Saving Money

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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