Carter Financial Group is a trusted, experienced team that tailors effective solutions for creation and management of true wealth. We have over 30 years of experience offering a comprehensive approach and common sense solutions to creating and managing wealth. We're independent, objective, and experienced. Our holistic process produces a clear plan, which we monitor with you to achieve success. Our team uses a clientcentered approach to comprehensive wealth management. Our goal is for our clients to have less stress and more peace of mind.
Understandable solutions to complex problems
We help people create and manage wealth by utilizing money they are unknowingly or unnecessarily transferring away.
We work with people who are serious about achieving their financial goals, and who want a long-term relationship with a trusted financial advisor. You have worked hard all your life to achieve financial success. Unfortunately, money doesn't come with instructions.
We specialize in helping people accumulate and manage true wealth. But what is true wealth? True wealth is not necessarily a large home filled with beautiful possessions, but rather the ability to provide those things that really matter for ourselves and our loved ones, even after we are gone. It also means being able to contribute to the beliefs and institutions that make a difference.
How we help
As part of the financial planning process, we help you:
Define and prioritize what's important to you.
Analyze your situation
Provide written recommendations and assist in their implementation.
Monitor your progress and
Make adjustments as changes in your circumstances occur
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
Michael Carter is an independent contractor of Money Concepts
note: Carter Financial Group, LLC is an independent firm and not affiliated with Money Concepts