Carter Financial Group, Inc.

Carter Financial Group, Inc. boutique financial services firm offering investment advisory and financial planning Carter Financial Group, Inc. is not affiliated with Mutual Securities, Inc.

Investment advisory services offered through Carter Financial Group, Inc., an SEC registered investment adviser. Custody and other brokerage services provided to clients of Carter Financial Group, Inc. are offered by TD Ameritrade Institutional, a division of TD Ameritrade, Inc. Member FINRA/SIPC

Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at 807-A Camarillo Springs Road, Camarillo, CA 93012. or TD Ameritrade, Inc. This message is intended only for the use of the person(s) (intended recipient) to whom it is addressed. It may contain information that is privileged and confidential. If you are not the intended recipient, please reply to the sender as soon as possible and delete the message from your computer. Any dissemination, distribution, copying, or other use of this message or any of its content by a person other than the intended recipient is strictly prohibited.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
09/04/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaning...
07/20/2026

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaningful difference over time. Consider these practical ways to strengthen your financial future:

🔹Automate your savings by directing a portion of each paycheck into a dedicated savings or investment account before you have a chance to spend it.

🔹Set aside funds in your budget for predictable expenses, including taxes, annual bills, or business-related costs, so you're prepared when they come due.

🔹Take a closer look at your spending habits and identify opportunities to reduce unnecessary purchases that may be slowing progress toward your goals.

🔹Review your financial picture regularly. Monitoring your savings, investments, and overall net worth can help you stay focused and make adjustments when needed.

🔹Create specific savings goals for both the short and long term. Having a clear target can make it easier to stay motivated and build momentum.

Everyone's financial journey is different, but developing strong saving habits is a great place to start. If you'd like guidance on creating a savings strategy that aligns with your goals, contact us today.

Summer has a way of sneaking up on all of us, making it hard to believe we’re already halfway through the year. It can a...
07/09/2026

Summer has a way of sneaking up on all of us, making it hard to believe we’re already halfway through the year. It can also be a natural time to check in on your 401(k) offerings and ensure they continue to work for you and your team.

Whether you have questions, need to make adjustments, or simply want to revisit your plan, our team is here to support you this summer and beyond.

If something has been on your mind or you would simply like to connect, do not hesitate to reach out. We are here to help keep your plans moving forward.

We’re here to keep you jumping for joy about your financial strategy. Whether you have questions about your portfolio, w...
06/25/2026

We’re here to keep you jumping for joy about your financial strategy.

Whether you have questions about your portfolio, want to talk through a strategy adjustment, or just need some reassurance that you're on track, don’t hesitate to reach out. Our team is here to support you.

Give us a call today, and we can find a time to connect.

05/02/2026

Today is the day! Our Grand Opening Party and we'd love to see you!

📅 Saturday, May 2nd
📍 222 S Cook St, Barrington, IL
⏰ 3:00 PM – 7:00 PM

We'll have BBQ, drinks, live music, and great company. Stop by anytime, stay as long as you like, and help us celebrate the new space. It's going to be a great afternoon!

Rain or shine we will be celebrating! We have a large tent with walls and a heater!

04/08/2026

Please join us for a day of great food, drinks, music, and conversation as we celebrate the collective effort that brought this space to life. This new building was designed with our clients and community in mind, and we cannot wait to welcome you in and celebrate together.

Event Details
📅 Date: Saturday, May 2, 2026
⏰ Time: 3:00 PM to 7:00 PM CST
📍 Location: Carter Financial Group
222 S. Cook St., Barrington, IL 60010

Whether you have been part of our journey for years or are just getting to know us, we would love for you to stop by, enjoy the atmosphere, and help us toast to this exciting next chapter!

If you have any questions, feel free to reach out. We truly hope to see you there!

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But...
03/17/2026

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

Address

222 S Cook Street
Barrington, IL
60010

Telephone

+18477132700

Website

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