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Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Products & Services

Carter Financial provides integrated wealth management solutions that encompass all dimensions of our client’s financial lives. You will find assistance in and access to the following areas that help strike a balance between lifestyle, money, retirement, and tax management.

Investments

Stocks
Bonds
Government Securities
Variable Annuities



Retirement Plans

Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Profit Sharing Plans
401(k) Planning
403(b) Planning

Planning

Brokerage Accounts
Financial Planning
College Planning
Tax Planning
Estate Planning


Insurance

Life Insurance
Long Term Care
Variable Annuity
Health Savings Account

What’s Your Risk Number?

What’s Your Risk Number?

Does your risk tolerance jive with how you’re invested? Take this short quiz with this leading scientific program that will objectively pinpoint your Risk Number. Ready?