SERVICES
Final Expense vs. Life Insurance
The core purpose of life insurance is wealth transfer – it’s a tool for leaving behind a financial legacy. In contrast, final expense insurance is designed specifically to cover end-of-life expenses, ensuring your family isn’t burdened with costs related to burial, funeral services, or outstanding medical bills. Everyone should consider final expense coverage, as it provides an affordable way to protect loved ones from unexpected financial stress. Discover how to secure coverage that offers peace of mind without breaking the bank.
Tax Consultation Services
At Carter Financial Strategies, tax preparation is simplified and tailored to help you make the most of your financial situation. Tina educates clients on the intricacies of the tax code as well as identifying valuable deductions that align with their financial goals.. Her expertise lies in tax preparation services for small businesses, ensuring compliance and optimization of your tax returns. Schedule a free consultation to understand your tax-saving opportunities and maximize your returns.
Estate Planning – Wills and Trusts
Estate planning is essential for protecting and preserving your legacy. A will outlines your wishes, but a trust can prevent probate, which can be a lengthy and costly process. By setting up a trust, you ensure your assets are distributed smoothly and in accordance with your intentions. Carter Financial Strategies help families navigate estate planning to establish a trust that secures your family’s future. Get in touch for a free consultation and let us guide you through each step of creating a comprehensive estate plan.