Asset ManagementRequest more infoWe focus on helping our clients find investment solutions that take into account their objectives, wants and needs. Our goal is to build family legacies, reduce income tax liabilities, and create a plan for each client to help ensure a fulfilling and financially worry-free retirement. Our philosophy is to focus on the preservation of wealth during both …
Retirement PlanningRequest more infoReady for Retirement?We believe that life is more than a paycheck and our mission is to ease your worries and help you create a sound and stable financial strategy for your retirement. As part of the J. Carter & Associates LLC process, we’ll help you create a retirement income plan that balances:Daily Living ExpensesBudgeting for Luxuries & …
Understanding Medicare and Its Various PartsHealth-care costs have been a growing issue in the United States for years. Many people might worry that they can’t afford all their medical bills or insurance. This could leave some people with tough decisions about their health and finances. The Medicare program was developed by the government to protect the health and well-being of …
Whole LifeWhole life insurance or “final expenses” insurance that is going to last until the client expires given that the required premiums are paid monthly, quarterly, or annually. Since this policy will last the client for typically a longer period time than a term life policy or any other life insurance policy the premium will be higher. You can take …
Final Expense MatterDiscussing the final expenses of life can be awkward and uncomfortable. Few people want to think about their death. However, surviving family members whose loved ones address this matter while alive are grateful for the intentional planning and forethought. When you consider that approximately 55% of American adults die without a will makes this discussion indispensable for your …