Monthly Topic
December brings us into the final stretch of the year. Year-end planning items such as tax-loss harvesting, funding of retirement accounts, and charitable donations/planning should not be overlooked. Understanding how your charitable intentions may not only benefit those receiving your donations but may help you for your own personal financial planning is important. Click below to learn more!
Video of the Month
Each month, we identify a financial or life event topic. Select below to access this month's consideration.
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.
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.
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.