Our Firm About Carter Investment Services, LLC Carter Investment Services is a financial consulting firm dedicated to helping clients work towards building wealth and protecting their hard-earned assets. The firm is completely independent, so all loyalty belongs exclusively to clients -- not to a parent company. Mike has extensive personal and professional experience and is licensed to sell a variety of retirement, tax and insurance products.One of the benefits of working with Mike, is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a road-map to working toward a more secure financial future.Carter Investment Services is fully committed to:Listening to clients and helping them understand their optionsHelping clients achieve their financial goals through careful, thoughtful and prudent strategies and participating in the management of your finances.Providing highly-personalized service and developing lasting relationships with clients.Creating and Preserving Wealth Enabling clients to be Tax EfficientAssisting clients in becoming Debt-Free. Philosophy Manage assets with the utmost professionalism and provide unbiased financial strategies. Whether it's retirement strategies, college strategies, insurance or just planning your future, Carter Investment Services is here to help you achieve your financial goals.Why Carter Investment ServicesHands on ManagementCase by Case DiscussionDebt Management PlanningUnbiased SolutionsPassion for Helping People and InstitutionsCommitted to maintaining the highest standards of integrity and professionalism in our relationship with you, the client. Endeavoring to know and understand your financial situation and provide you with the highest quality information, services, and products to help you reach your goals.Mike is looking forward to using his knowledge to help you pursue your financial goals!!