CARTER FINANCIAL STRATEGIES

Your trusted partner in tax services, life insurance, and estate planning.

"Plan today, secure tomorrow—your legacy starts here."

Who We Are
Carter Financial Strategies is dedicated to providing personalized financial solutions that help you protect and grow your wealth. Tina Carter brings years of experience in tax preparation and life insurance—offering services that are both effective and affordable. With Carter Financial Strategies, you’ll experience a commitment to clarity, reliability, and support. Whether you're preparing for tax season, planning for the unexpected, or thinking about your legacy, Tina is here to make complex financial decisions simpler and more accessible.

Final Expense vs. Life Insurance

The true meaning of life insurance is to transfer wealth. Final Expense is for burial expenses. Everybody needs final expense. Learn how to protect yourself and your family for a fraction of the cost. Contact Tina for a final expense quote.

OUR SERVICES

Tax Consultation Services

Tax Preparation Services made simple. At Carter Financial Strategies, Tina educates clients on the tax code and assisting them with finding tax savings. She loves working small business owners assisting them lowering their tax liability. Schedule a free tax consultation.

Estate Planning

Wills and Trusts are very important. In order to avoid probate you need a trust. Schedule a free Estate Planning consultation.

Why Choose Carter Financial Strategies?

  • Experienced Professional: Tina brings years of industry experience to provide you with reliable, knowledgeable guidance.

  • Client-Centered Approach: Tina value what matters most to you, tailoring her services to align with your specific financial goals.

  • Honesty and Transparency: At every step, Tina provides clear, straightforward advice, so you always feel informed and in control.

"Have money for a lifetime and not a lunchtime."

"Have money for a lifetime and not a lunchtime."

"Empowering your future by building a legacy today."

"Empowering your future by building a legacy today."

TESTIMONIALS

  • “We've had the pleasure of working with TIna as our tax preparer for the past 10 years, and we couldn't be more satisfied. Her expertise and attention to detail have been invaluable, especially when it came to maximizing our business expense write-offs. Tina is a true asset to anyone seeking a reliable and experienced tax professional.”

    - Mr. & Mrs. C. King

  • “I have had the pleasure of working with Tina Carter since 2008. From the very beginning I felt confident and assured that all of my personal, business taxes and books would be in good order Tina's tax expertise is second to none. She has prepared and filed tax returns for our profit and non profit organizations, navigating the legal requirements for each with complete professionalism. Tina will always go the extra mile for her clients, with Lady Tee the Financial Bee, you're family. I highly Recommend Tina for your tax, insurance and estate planning needs

    D. Clor, owner of Strength In Numbers Entertainment

  • "Carter Financial Strategies gave me a secure and growth-focused financial plan that fits my goals perfectly. I trust them with my future."

    Lindsey

  • "Carter Financial helped me create a legacy plan that aligns with my values. I feel secure about my family’s future."

    — Anne T.

  • "Carter Financial made tax season stress-free with smart, long-term tax strategies I can trust."

    — Laura H.

  • "Carter Financial helped me get out of debt and build savings. I finally feel in control of my finances."

    — Jessica M.

How It Works

1. Explore the Services: Check out the dedicated pages for life insurance, tax services, and estate planning.

2. Schedule an Appointment: Click the “Schedule Appointment” button and fill out a quick questionnaire to tell us about your needs.

3. Meet with Tina Carter: At your consultation, Tina will discuss your goals and tailor services to suit you.

Contact us

Let’s Talk About Your Financial Goals
Tina is here to answer your questions and guide you through every step of securing your financial future. Reach out today to start your journey!

562-263-5177

3553 Atlantic Ave PMB 1149

Long Beach, CA 90807