What We Do

Services

  • Comprehensive Wealth Management Goal Setting
  • Family Legacy Planning
  • Cash Flow Analysis
  • Charitable Strategies
  • Education Planning
  • Income Tax Planning
  • Financial Independence Modeling
  • Estate Planning
  • Risk Management and Insurance Planning
  • Investment Planning
  • Employee Benefit Analysis
  • Retirement Income Planning
If you don't have the answers to these questions, please contact us at (858) 678-0579.

Key Questions

  • What does a work-optional life look like to you? We help you chart a course to a rewarding, impactful life of financial independence.
  • Do you know which social security choice is best for you? We use sophisticated software to determine the optimal Social Security claiming strategy.
  • According to GenWorth, the average cost for nursing home care in San Diego County is $7,967 for a semi-private room and $10,850 for a private room. Will your children need to take care of you if that occurs?
  • Have you made estate and income tax-efficient arrangements to help your kids or grandkids pay for the high, and rising, cost of a higher education?
  • Have you talked to the people you love about your wishes for medical care, dealing with memory issues and end of life decisions?
  • Income taxes are typically your greatest expense in retirement. Do you have a multi-year plan in place to control and minimize your tax liability?
  • Family legacy. Do you have a plan in place to leave a significant legacy to the people and institutions that you love?
If you don't have the answers to these questions, please contact us at (858) 678-0579.

Visit Us

4225 Executive Square Suite 1030
La Jolla, CA 92037

Carter Financial, LLC

This email address is being protected from spambots. You need JavaScript enabled to view it.
(858) 678-0579

Carter Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Carter Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Carter Financial, LLC unless a client service agreement is in place.
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
Copyright © Carter Financial, LLC