Owner, Financial Advisor
CurrentCore Services Provided:* "Purpose-Driven" Retirement Planning* "Buckets-of-Money" Portfolio Management* "Valued Legacy" Charitable Planning* Team Approach to Tax and Estate Planning* Ongoing Guidance* Proactive and Responsive Communication* Services for Churches: Endowments, Presentations on Biblical Financial Principles, Purposeful Retirement, Kingdom Giving, Legacy Letters, Retiring Happy Wild and Free. * Business Owner Services: 401ks, Executive Benefits Additional Services: * IRAs / Rollovers * Social Security Planning * Roth vs Traditional IRA Analysis * 401k / Mutual Fund Reviews * 401k / IRA Rollovers * 401k Management * Tax management * Pension Planning * Family Meetings * Beneficiary Reviews * College Education Planning * Insurance Reviews * Long-Term Care planningRegistered Representative, securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Carr Wealth Management, LLC and Cambridge Investment Research, Inc. are not affiliated companies