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

Our goal is to create and enhance lifetime relationships with our clients.

Monthly Topic

With summer in full swing, it's easy to put off getting your financial house in order.  This month's video discusses the cost of waiting to develop a plan for your long-term goals such as a retirement plan.  Put the power of compounding interest/returns on your side by starting a plan today!

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Video of the Month

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

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Monthly Market Commentary

Review this month's investment and economic information.

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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.

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