The team at Carter & Carter brings more than 30 years of expertise to act as your financial advocate. Bring an independent firm puts us on the same side of the table as the client. We don’t work on commission, so we’re only working for you and your priorities. Our overriding focus is client relationships and helping you reach your goals.
A financial plan that’s personally focused is the best way we know to help you navigate an environment that’s increasingly complex and chaotic. At Carter & Carter Financial we believe confidence, trust and mutual respect are the cornerstones of a successful financial partnership. Personal attention is our commitment to your financial success.
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Carter & Carter Financial was founded in 1979 to service the growing community need for financial planning. At the time, “Financial Planning” was a relatively young and unheard of profession. In 1980, Ken and Donna opened their “Independent Financial Planning” business with a primary focus on increasing assets and lowering taxes.
As their reputation for providing an excellent recipe of tax and investment services grew, the Carter’s were profiled as an independent financial planning team in two Loren Dutton books: “Your Book of Financial Planning” (1983), a consumer’s guide a to better financial future, and “The Financial Planner: A New Profession” (1986). Ken and Donna Carter still act as the company’s “Good Will Ambassadors.”