Carter Terry and Company

Planning Services

From investment banking and retirement products to college savings and estate-planning services, Carter, Terry & Company has the resources and expertise to give you the peace of mind that comes with having a secure financial future.

Financial Review

Before beginning to develop an investment strategy, it is important for an investor to identify his or her objectives. While not all investors need a full-scale analysis, many may benefit from a financial review offered through Carter, Terry & Company, Inc. This is a comprehensive analysis of financial position and is offered free of charge to existing and potential customers.

Our Financial Review includes a detailed overview of your assets and how they might be used to reach your financial goals. It is designed to identify ways of increasing cash flow and reducing taxes. Our FINRA Registered Representatives use information that you provide, along with a computer-assisted program which incorporates the latest tax changes and financial-planning strategies, to generate the Financial Review. This document provides the foundation for properly developing plans for your long-term investment objectives. To obtain your free Financial Review, please call us at 1-800-848-9555 or email us.

Estate Planning

Proper estate planning can use lifetime gifts and trusts to minimize your estate tax liability. Over the next few years, the threshold for what constitutes an estate will continue to rise giving beneficiaries more of a break on potential taxes due to death benefits. With the help of our FINRA Registered Representatives, you can complete a comprehensive estate plan for you to review with your accountant or attorney at no cost or obligation. To learn more about how we can help you with your estate planning needs, please call us at 1-800-848-9555 or email us.

College Planning

Enriching your child's life with a quality education is one of the greatest gifts a parent can bestow upon a child, but it requires planning and preparation. Carter, Terry & Company can help you develop an educational savings plan that will help your children achieve their goals, without sacrificing your long-term financial goals.

Balancing these obligations can be a challenge. Are you prepared to send your children to the college of their choice?

Carter, Terry & Company offers many options to help you achieve your college planning goals. For more information, please call us at 1-800-848-9555 or email us.