How Can We Help You?

At J. Carter & Associates, we are in the business of helping people, and that's what we strive to do every day. We help our clients save for their future, we help businesses reduce risk, and we help families to protect and preserve their financial futures.

About Us

We specialize in constructing a portfolio that takes into account times of opportunity and volatility in the market. Our strategies are designed with the goal of helping our clients secure a more relaxed retirement.

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Medicare

We specialize in constructing a portfolio that takes into account times of opportunity and volatility in the market. Our strategies are designed with the goal of helping our clients secure a more relaxed retirement.

Learn More

Company Insurance

We specialize in constructing a portfolio that takes into account times of opportunity and volatility in the market. Our strategies are designed with the goal of helping our clients secure a more relaxed retirement.

Learn More

Life Insurance

We specialize in constructing a portfolio that takes into account times of opportunity and volatility in the market. Our strategies are designed with the goal of helping our clients secure a more relaxed retirement.

Learn More

About Us

We specialize in investment strategies that are constructed to be defensive during times of market volatility and opportunistic during times of growth. This strategy is designed to help our clients secure a more relaxed retirement.

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Medicare

The process of applying and enrolling in Medicare and Social Security Retirement benefits can be challenging and confusing. Let J. Carter & Associates help you navigate the maze of confusion.
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Company Insurance

We specialize in investment strategies that are constructed to be defensive during times of market volatility and opportunistic during times of growth. This strategy is designed to help our clients secure a more relaxed retirement.

Learn More

Life Insurance

We specialize in investment strategies that are constructed to be defensive during times of market volatility and opportunistic during times of growth. This strategy is designed to help our clients secure a more relaxed retirement.

Learn More
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Get the right financial
strategy for you!

Confused about how to determine your investment risk level? Discouraged because you don't know how much you should put towards your retirement?

We can help you learn to invest confidently with our FREE Online Tool!

Free Online Tool!

Create your investor profile, then match it to a strategy designed for investors like you.

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investment strategy!

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Retirement Roadmap

Find Your Way to Retirement

Download our Retirement Roadmap to help develop your retirement income strategy. This free guide will help determine the ages you may want to pay special attention to. If you're looking for some basic guidance, you can check out our resources page to learn more.

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