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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Medicare in 2023: Here's What You Need to Know

The 2023 Cost-of-Living Adjustment

Personal Finance Mistakes to Avoid

Unwrap a Holiday with Less Financial Stress

Working with an Investment Professional

Understanding Your True Risk Tolerance

The Basics of Keeping a Balanced Investment Portfolio

Do You Still Need Life Insurance When You Retire?

9 Important Details about Early Retirement Plan Rollovers

Video: Why Financial Literacy Is Important

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What You Should Know About Certified Financial Planners

We formed Carter Financial Group, Inc. to be a lifetime ally to individuals and families along their financial journeys. We value each person we support and strive to help you find financial clarity, stability, and confidence.

P | (847) 713-2700
E | kevin@carterfinancialgroup.com

Schedule an appointment with Kevin Carter
https://calendly.com/kevincarter

222 S Cook St.
Barrington, IL 60010
United States

 

Investment advisory services offered through Carter Financial Group, Inc., an SEC registered investment adviser.

No client or potential client should assume that any information presented or made available on or through this web site should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. 



 

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