Broker Check

Monthly Topic

Understanding how income taxes work can be confusing and stressful. This month's topic aims to simplify income taxes by breaking down what is considered income, how to calculate your taxable income, and some common deductions to consider. 

Learn more

Video of the Month

Each month, we identify a financial or life event topic. Select below to access this month's consideration.

Learn more

Monthly Market Commentary

Review this month's investment and economic information.

Learn more

The Carta Group 

A premier fee-based financial planning firm that can help chart your course toward a more comfortable future. We believe that it's not only our responsibility to help make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future! Our financial plans are developed through a mix of personal attention and careful financial guidance. They are designed to meet unique challenges, pursue specific goals, and most importantly, help you Navigate Life.

Learn more

What Sets Us Apart

Completing our planning process, utilizing the most advanced concepts and tools available, we will provide enhanced clarity as to what you want to do with your lives and your wealth. More importantly, providing additional confidence knowing you have done everything in your power to position your family for the future. Our ultimate goal is to create and enhance lifetime relationships with our clients.

Learn more

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Have a Question?

Thank you!

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.