By Carter Financial : Life Insurance Agency & Financial Planner

08/16/2010 Carter Financial has a reputation for excellence. Clients like working with us because our staff is knowledgeable, professional and responsive. Carter’s expertise, combined with the vast resources of LPL Financial, may give clients an advantage in many aspects of wealth management.
For individuals, Carter Financial offers long-term wealth planning, based on each person’s needs and lifetime goals. Carter strives to generate the most effective investment strategies and aims to help investors stay on track.
Working with companies, our firm helps establish and consult on 401(k) and 403(b) plans, manages deferred compensation packages, and assists executives with creating and implementing key-person life insurance as well as buy-sell agreements.