Welcome
 Carter Investment Services, LLC is a financial services company, offering comprehensive investment services and financial products to individuals and businesses.Our philosophy is to evaluate your current risk management programs and, if appropriate, assist in the implementation of appropriate financial and insurance solutions.We provide our experience and knowledge to business business owners, retirees and families.
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OUR CLIENT SERVICES Risk Management -- Our philosophy is to evaluate your current risk management programs and, if appropriate, assist in the implementation of appropriate financial and insurance solutions.
Wealth Accumulation and Asset Protection -- We work to evaluate your current investment programs and, when appropriate, recommend strategies to potentially increase return, lower risk, increase diversification, and enhance tax efficiency.
Estate Preservation* and Tax Strategies -- We endeavor 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.
ABOUT THE PROCESS
- Planning for the future should be a process, not an event. Recognizing that every situation is different, we adjust our process to fit your unique situation. Although the process is uniquely formatted for each client, there are typically several common stages.
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Determine the challenges or needs -- Before we make any recommendations we will help you identify your challenges and needs. Together with our associates we will discuss strategies and explore potential solutions.
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Developing appropriate solutions -- We have many years of experience . Where appropriate, we combine use knowledge to assure that all possible solutions have been evaluated, and that a suitable course of action is recommended.
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Assist in implementation -- When a solution requires a financial service or product, we offer an appropriate solution for the client.Our recommendations come from a wide range of companies and diverse financial instruments.
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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 us an email or give us a call at 702 528-0366.
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