Carrollton Financial Planners

CARROLLTON, TX

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on Carrollton Financial Planners

"... fair closing costs. responded quickly and was easy to work with on insurance claim from hail damage...."

"... with them. they're very friendly and easy to work with...."

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Carrollton Financial Advising Articles

8 retirement investment planning missteps to avoid

Some classic missteps in financial planning plague retirees. Calling them “mistakes” may be a bit harsh, yet whether they result from ignorance or fate, we need to be aware of them as we plan for retirement.

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

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Carrollton Financial Planners Reviews

"... answered the call never wrote down our appointment. when we walked into the office the accountant did not know that we were coming but he was nice enough to take us in right then and was fine with it even though he was very busy. he was really good at his work. ..."

"... very professional; explained in detail the tax return. they were very prompt in their service. the whole service was done in one day. ..."

"... done. got treated well and all my questions answered.

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