Products & Services
At Carr Financial, we provide assistance in the following areas:
Investments
401(k) advice
Roth IRAs
Traditional IRAs
Simple IRAs
Managed Accounts (Institutional Managers)
403(b) account management for MSU employees and many other institutions.
529 College Savings plans
401(k) plans for businesses
Mutual funds
Indexed Annuities
Variable Annuities
Fixed Annuities
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Work Site Benefit Programs
Financial Planning
Retirement Planning
Asset Allocation Advice
for your 401(k)
403(b) or IRA
College Fund Planning
Estate Planning
Leading edge planning software
Social Security Timing
Insurance
Life Insurance offered by many quality companies. Term 10,15,20, 25 and 30 year. Universal, Variable, Indexed and Whole Life
Disability Income Insurance
Long Term Care Insurance
Work Place Life Insurance
For employees of businesses 15-5000. Payroll Deduction plans that are portable for the employee.
Sophisticated Planning Tools
We excel in helping people understand how to position themselves for retirement. We have the tools, software and knowledge for Retirement Planning.