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Not your typical Financial Guy in a Suit!

Carr Financial helps individuals, families, and business owners who want to manage their wealth through customized financial planning, investment consulting and values-based estate planning. We are committed to helping our clients improve their long-term financial success.

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We understand that before entrusting your financial affairs to a financial professional, you want to be sure that the company you choose has the experience, integrity and commitment to provide the personal service that you deserve. At Carr Financial everything we do is based on providing you with individual service and meeting your specific objectives. Because we know that accumulating and managing your assets can be complicated, we simplify the process for you. 

Our first consultation is provided at no charge with no obligation on your part. We are confident you will have a unique experience.

We believe that no enduring success can be achieved without helping others succeed.

Investments products and services available only to residents of : Michigan, Ohio and Florida

Fee-based advisory services are available only to residents of : MI and Ohio.

We are licensed to sell insurance products (life, disability, health & long term care) in the following states of: MI.

Paul Carr is an Accredited Investment Fiduciary (AIF®) The standard of care we provide makes us unique.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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Two crucial questions have probably crossed your mind...

How much do you need to save?... and Where do I need to put it?

To figure out where to put your savings in pre-retirement...

You must understand how the distribution phase works.

It will define how to pack your bags in pre-retirement

We help people solve Problems!

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