WHAT DRIVES ME: Knowing that people will enjoy a better retirement because they are prepared.
WHAT I DO: I help individuals just like you prepare your retirement income plan so you achieve the goal of enjoying your 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 30 years of experience in the Retirement Planning Profession.
WHO I WORK WITH: Individuals looking for advice from a Retirement Income Certified Professional who understands the unique needs of employees of the United States federal government and who can assist these individuals in developing and managing their Pre & Post Retirement Planning needs while developing A Life Plan For Retirement.
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 a “free consulting session” and 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.
WHY IT WORKS: When you partner with Jeff Carter, RICP a Retirement Income Certified Professional you receive a complimentary analysis of your complete federal benefit package. Jeff can help you understand your federal benefits while providing recommendations that will help you maximize your FERS or CSRS annuities, survivor benefits, FEHB, FEGLI, TSP, IRAs, annuities, and social security benefits.
WHAT MAKES ME DIFFERENT: I do not attempt to be all things to all people. I specialize helping individuals prepare for their retirement years.
WHAT OTHERS SAY: Read the Praise in the #1 Amazon Bestselling Book Retirement Boom™
THINGS YOU DIDN’T KNOW ABOUT JEFF: Christian, Husband Married for 33 years, Proud Father of two adult children, Brother, Son, Retirement Planner, Entrepreneur, Golfer, Author & Lifelong Learner.
READY TO TALK? Contact me today to schedule your strategy session!
Email: jeffcarter@smartfinancialstrategies.com
Telephone: (623) 933-9500
Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Readers are cautioned to consult their own tax and investment professionals with regard to their specific situations.