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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What are your options for investing in emerging markets?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
For many, retirement includes contributing their time and talents to an organization in need.
What’s the deal with your yearly free credit report?
The item most homeowners forget on their home improvement project checklist is insurance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Lifestyle considerations in creating your retirement portfolio.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
For women, retirement strategy is a long race. It’s helpful to know the route.
Even low inflation rates can pose a threat to investment returns.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
That big list of dreams and goals isn't the only way to look at your bucket list.