Services Provided by CFG
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Comprehensive Financial Plan Creation
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Pre & Post Retirement Planning
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Estate Planning
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Investment Selection & Asset Management
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Insurance Planning
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Tax Reduction Strategies
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Individual Retirement Plans, including IRAs, SEPs & 401(k)s
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Business Retirement Plans
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Life and Health Insurance
Carter Financial Group is a trusted, experienced team that tailors effective solutions for creation and management of rue wealth. Our holistic process produces an understandable plan, which we monitor using state of the art technology. Our goal is to give our clients less stress and more peace of mind.
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​At Carter Financial Group, we believe that we can best be of service, not by finding better investments, but by avoiding losses. Our clients create and manage wealth by using money that they were transferring away annoyingly and unnecessarily.