Carter Financial

Carter Financial

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We are Financial Architects dedicated to changing the way Americans plan for the future by offering They need a new game plan for their financial future.

Why I’m driven to help you and your family build a future that matches your dreams...
How many people do you know who have reviewed their financials in the last few years? How many people do you know who have a current financial roadmap for retirement? The answer most people give is 'not many.' That is one of the reasons why so many people are suffering financially and struggling to build wealth.

Mortgages in Retirement 09/09/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Coaches 09/08/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

The Value of Insuring Against Life’s Risks 09/07/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction.

Creative Ways to Motivate Your Employees 09/04/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Creative Ways to Motivate Your Employees Five creative (and inexpensive) ideas for motivating your employees.

Building Your Legacy 09/03/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

Building Your Legacy A four-step framework for building a personal legacy.

The Other Sure Thing 09/02/2026

"The only things certain in life are death and taxes." Benjamin Franklin

The Other Sure Thing Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

Password Protection Strategies 09/01/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Password Protection Strategies Simple steps may help you foil hackers and protect your privacy.

How Boomers and Millennials Differ 08/31/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

A New Way to Look at Your Bucket List 08/28/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.

Managing Money as a Couple 08/27/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Managing Money as a Couple Keys to preparing to grow wealthy together.

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Location

Telephone

Address


3379 Peachtree Road NE, Suite 700E
Atlanta, GA
30326

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm