Jeff Carter, RICP, CSA, RFC, LUTCF / Financial Advisor in Phoenix, Arizona

WHAT I DO: I help individuals age 60+ prepare retirement income and end of life plans so you achieve the goal of enjoying retirement without the worry of outliving your savings while leaving your loved ones with a legacy you're proud of simply by walking you through a systematic process of listening and focusing on your needs and objectives. This process is a culmination of 29+ years of experience in the financial services arena.

WHO I WORK WITH: Individuals age 60+

WHY IT WORKS: When you partner with Smart Financial Strategies, Inc. you get the most efficient and effective planning process that individuals just like you are looking for right now.

WHAT MAKES ME DIFFERENT: I do not attempt to be all things to all people. I specialize helping individuals age 60+ prepare for retirement and end of life.

WHAT OTHERS SAY: Read the Praise in the #1 Amazon Bestselling Book Retirement Boom™

HOW IT WORKS: The first step to begin your journey is to schedule a complimentary strategy session to discuss your planning goals and challenges. This is NOT a “free consulting session” but a powerful opportunity to learn what’s impacting your concern and worry about a secure retirement. I will provide you with a high-level assessment of what you’re missing and WHY you’re not getting the results you want. I will also make a professional recommendation for the best next steps you should take giving you the peace of mind you’re searching for regarding your retirement income and end of life planning needs.

As a published Author Jeff has shared his 29 years of professional experience in the book Retirement Boom, which can be purchased by visiting http://SmartFinancialStrategies.com

READY TO TALK? Contact me to schedule your strategy session!

Jeff is also available to discuss with you his schedule for television and radio interviews. He would also be thrilled to share his book with your group or organization as a guest speaker.

Specialties

401K Consulting 401k Rollover 401k Rollovers 403B Plans Advisory And Investment Management And Retirement Plans Annuities Annuities & Life Insurance Annuity As-Needed Financial Planning Asset Protection Business Exit Planning Business Financial Services Business Owners Business Succession Planning Buy/Sell Planning Cash Management & Budgeting Charitable Planning Comprehensive Financial Planning Disability Income & Long Term Care Insurance Divorce Planning Estate Planning ETFs Experienced Family Financial Planning Fee Based Investing Financial Advisor Financial Life Planning Financial Planner Financial Planners Financial Planning Financial Planning Advice And Services Financial Planning For Women Goal Planning Goal Setting High Net Worth Planning Hourly Financial Planning Income Tax Planning Independent Investment Advisor Inter-generational Wealth Planning Investment Advice Investment Advisory Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Review And Planning. Investment Services Investments IRA Legacy Planning Life Insurance Long Term Care Insurance Medicaid Planning Middle Income Mutual Funds Pension Plan Design & Management Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning Advice And Services Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Roth IRA Socially Responsible Investments Special Needs Planning Specialize In Retirement Planning And Retirement Distribution Strategic Tax Planning Sudden Money Institute Advisor Tax Planning Team Approach Wealth Management Women's Issues
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