Carpenter Capital Advisors

More Info

General Info

Life's a journey and there are financial destinations on the highway to a secure, enjoyable retirement. Accumulating the finances and being prepared to retire and stay retired, is an important destination for many and the big question is always: Are we there yet? Paul Carpenter and his associates work closely with successful people who are committed to achieving their retirement dreams. Often these individuals, couples or families, don't know all the issues involved get to retirement safely. Carpenter's proprietary Destinations: Road map to Retirement process answers the question: Are we there yet? It is a proven approach to financial management that will help you achieve your goals. Destinations: Roadmap to Retirement focuses on the 8 Essential Elements of Retirement Planning 1.Investment Management 2.Cash Flow and Debt Management 3.Family Risk Management 4.Retirement Planning 5.Education/College Planning 6. Legacy and Estate planning 7.Business planning 8.Special Situations Planning.

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Payment method

cash, master card, check, no credit cards

Other Links

http://www.carpentercapitaladvisors.com

http://carpenterfinancial.com

Categories

Investment Securities, Financial Planning Consultants, Financial Services, Financing Consultants, Investments, Mutual Funds, Retirement Planning Services

Reviews

Details

Phone: (814) 525-5829

Address: 400 Luray Ave Ste 100, Johnstown, PA 15904

Website: http://www.carpentercapitaladvisors.com