A Little About Carr Capital
It’s About Relationships, Not Transactions.
Each person has unique values, objectives, fears, life experiences, and biases. Any financial professional who ignores or minimizes the importance of “your story” may not be able to help you achieve your ideal outcomes or hit your goals. At Carr Capital, we take the time to build relationships with each client; we believe relationships are crucial to having a successful financial plan. Experience the Carr Capital difference!
Private Wealth Management
Off-the-shelf, boilerplate financial counsel is available just about everywhere. At Carr Capital, we know financial freedom means something different to every client. Only by investing the time to truly know you - your dreams, lifestyle goals - can we tailor our experience to get you where you want to be. Money is just ink on paper until you exchange it for something that you value.
Retirement Income Planning
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully strategize our every career move, so that we progress to the top of the ladder in our respective fields.
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can strive your best to plan wisely and thoroughly, you can also hedge your bets against the unintended through prudent Insurance Planning.
Estate and Tax Planning
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have passed.
Ready to Schedule a Conversation?
Chemistry and trust determine every successful client/advisor relationship. That’s why we always start with a one-on-one conversation focused on getting acquainted...nothing more, nothing less. During your initial visit, we’ll discuss your experience with the financial industry, mutual expectations, and clearly explain our process and how we are compensated. Complete the following to get in touch with us!