WHO IS TINA CARTER
MISS TINA CARTER (LADYTEE)
Tina Carter is the owner and operator of Carter Financial Strategies. She specializes in tax preparation for individuals and small business owners as well as life insurance and estate planning. Since 2005 Tina Carter has been servicing clients with tax preparation services. Since 2018 Tina Carter has been helping families create generational wealth thru life insurance. Tina is passionate about taxes and helping families create generational wealth so they can have money for a life time and not a lunch time.
Carter Financial Strategies is committed to empowering individuals, families, and businesses to achieve financial independence through thoughtful planning and personalized guidance. With a client-centered approach, Tina’s combine decades of expertise with a deep understanding of each client’s unique needs to craft strategies that promote growth, security, and peace of mind. Tina Carter lives in Long Beach, California with her husband, adult son and a mixed breed pampered pooch.
Carter Financial Strategies Mission
To provide reliable, results-oriented financial strategies that help our clients secure their future and realize their financial aspirations.
The Carter Financial Strategies Approach
A strong belief in financial planning that is comprehensive yet straightforward.
An emphasis on transparency, education, and proactive management in all services.
Support every step of your journey with insight, integrity, and care; from retirement and tax planning to insurance and legacy solutions.
Why Choose Carter Financial Strategies?
Personalized Service – Every client’s path is unique, so Tina tailors our approach to fit your specific financial goals and lifestyle.
Proven Expertise – Tina brings a wealth of knowledge, with years of industry experience and a dedication to staying ahead of market trends.
Commitment to Trust – Tina’s top priority is clear communication, integrity, and long-term relationships, making your financial well-being our top priority.