As a Certified Financial Planner™ Professional at Carter Financial Management, I help clients improve their well being by getting their financial house in order. Our comprehensive approach to financial planning provides clients with peace of mind and reduces the stress of managing money. A proactive plan helps clients avoid making costly mistakes and ultimately achieve long term financial security. At Carter Financial Management, we believe that informed clients make better decisions. With this in mind, I organize our financial education seminars on various financial topics such us Social Security Strategies, Estate Planning Necessities, Medicare, Planning for Long Term Care and Investment Basics to name a few. Services include:• Comprehensive Financial Planning • Investment Management• Planning for Retirement• Planning for College• Cash Flow Management• Risk Management
Listed skills include Financial Analysis, Consulting, Accounts Payable, Employee Benefits, and 15 others.