You will find that we are uniquely qualified to help you meet your financial goals. We provide the products, services and strategies you need and the one-on-one attention you deserve.
Comprehensive Financial Planning:
Time value of money calculations, hypothetical retirement analysis
Checking/Savings Account, Check Card, Margin Line of Credit/Collateral Loans, ACH Debits/Credits, Wire Transfers
Listed, OTC, ETF’s, Preferreds, Foreign, Dividend Reinvestment
Tax Advantaged Investments:
Tax Exempt Municipal Bonds, Tax Exempt Money Market Funds, Unit Investment Trusts, Tax-Deferred Annuities
Direct Investments, Exchange Funds, Institutional Money Markets
Fixed Income Management:
Managed exclusively by Carter Capital Management, strategies consisting of Treasury, Agency, Municipal and Corporate Bonds, UITs, CDs, Bond Ladders, Bond Barbells. Designed to limit interest rate risk & default risk.
Spreads, Straddles, Collars, Butterflies, Condor
Managing a concentrated equity position in company stock, complying with internal company trading policies, managing the personal tax situation due to the complex nature of transactions involving company stock
Risk Management, Irrevocable Life Insurance Trust (ILIT), Life Insurance, Disability Insurance, Long Term Care
Coordination of Recommendations:
From Attorney, Accountant and Other Professional Advisors