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Personalized Financial Services

The key to your financial future

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Carter Investment Services

Carter Investment Services is a financial services company, offering comprehensive insurance services and financial products to individuals and businesses.The firm's philosophy is to evaluate your current risk management programs and, if appropriate, assist in the implementation of appropriate financial and insurance solutions. Carter Investment Services provides experience and knowledge to business business owners, retirees and families.

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CLIENT SERVICES

Risk Management -- Evaluating your current risk management programs and, if appropriate, assist in the implementation of appropriate financial and insurance solutions.

Wealth Accumulation and Asset Protection -- Working to evaluate your current wealth building programs and, when appropriate, recommend strategies to potentially increase return, lower risk, increase diversification, and enhance tax efficiency.

Estate Preservation* and Tax Strategies -- Endeavoring to ensure that your estate is passed to the appropriate beneficiaries, as simply as possible and with minimum estate shrinkage, due to fees and taxes. **Carter Investment Services, LLC does not provide legal advice. Please consult a qualified professional for assistance with any legal issues such as wills and trusts. The information related to estate planning in this letter is general in nature and does not constitute legal advice or a solicitation for any such service.

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    ABOUT THE PROCESS

    • Planning for the future should be a process, not an event. Recognizing that every situation is different, the process is adjusted to fit your unique situation. Although the process is uniquely formatted for each client, there are typically several common stages.
    • Determine the challenges or needs -- Before making any recommendations, help is given to identify your challenges and needs. Together, we will discuss strategies and explore potential solutions.

    • Developing appropriate solutions -- Mike has many years of experience . Where appropriate, that experience and knowledge is used to assure that all possible solutions have been evaluated, and that a suitable course of action is recommended.

    • Assist in implementation -- When a solution requires a financial service or product, appropriate solutions are offered. Recommendations come from a wide range of companies and diverse financial instruments.

    • Review and monitor results -- Your personal or business financial situation is ever changing, due to your circumstances or the economy and tax environment. It is of utmost importance that any financial program be monitored and modified, when needed.

    If you have any questions about your current financial situation or wish to schedule an appointment, send an email or call at 702 528-0366.

    "Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


    Robert Fogel

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