By Leslie Cunningham, Director of Sales
Financial planning is a smart move for everyone’s future. DRC member Carter Financial Management can help you get started. Leslie Cunningham recently spoke with Bill E. Carter, CFP®, CLU®, ChFC, President, Carter Financial Management to learn more about the company.
What makes Carter Financial different?
We customize to the clients’ needs and adapt our investment as well as financial planning process to changes in events that occur in our clients’ lives.
What are some key values that are important to Carter employees?
Service, we strive to follow through on clients’ requests, following the Certified Financial Planner® Board’s code of ethics and professional responsibility. No short cuts.
How does Carter Financial give back to its clients?
We strongly believe in educating our clients. For the past 32 years we hold an annual conference every September educating clients on various investment, tax, and life planning topics and bring in speakers to talk about the political environment and economy at these conferences. This year we are featuring Jeff Bush President and Founder of BSignificant, LLC. who will be providing a Washington update, Dr. Michael Cox Director, O’Neil Center for Global Markets and Freedom Cox Business School Southern Methodist University ”Which Way America? Economic Freedom or Road to Serfdom“ and Dr. David Kelly with Chief Global Strategist and head of the Global market Insights Strategy Team for J.P. Morgan Fund “Investing with Clarity in a World of Confusion”. More information about the seminar can be found on our website http://www.cascfm.com.
The financial industry has many stereotypes, how do you break the mold and make it interesting?
Our focus is on strategy and what makes most prudent sense to the client family in accomplishing their goals. We provide a variety of options and recommendations in our planning process based on objective advice and allow the client family the flexibility and freedom to choose and to ultimately become better stewards of their wealth.
Why does Carter give back to the community?
36 years ago, our president and founder, Bill Carter, started in a profession that was not a household term and knew if Dallas and the surrounding communities would give him an opportunity that he would give back to the community. And to this day, he still does so by annually donating two full business days for the entire firm to be out of the office, giving back to the community by assisting with food assembly, package preparation and organization of inventory of local charities. We look forward to being a special part of “Charity Day.”
Bill E. Carter, CFP®, CLU®, ChFC
President
Carter Financial Management
Carter Financial Management is an independent firm.
Carter Advisory Services, Inc. is an independent registered investment advisor.
Securities offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC
The featured speakers mentioned and the companies they represent and are independent of Raymond James Financial Services.
