Home - Carter Financial Planning in Arkansas

Building relationships.

Leaving legacies.

At Carter Retirement Solutions, our goal is to help our clients reach financial awareness with added peace of mind.

By gaining an understanding of our clients’ specific financial goals and recommending a personalized retirement income strategy, we help make sure each and every one of our clients is in a better position to reach their financial goals and secure optional retirement income they won’t outlive.

Carter Retirement Solutions focuses on working with three primary groups:

Pre-retirees
Retirees
Professionals

Our main focus is to give them additional security, predictability of principal and income, and a better understanding of their financial needs and goals.

Tune into Wade’s radio show, “Smart Money Strategies.”

790AM KURM

Wednesday at 4:30 p.m.

Saturday at 9:00 a.m.

610 AM & 101.3 KARV

Saturday at 9:00 a.m.

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Office

6801 Isaacs Orchard Road

Suite 208

Springdale, AR 72762

Phone: 479-871-5133

Email: [email protected]

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Donna Carter, AR Agent License #13245761 | Jimmy “Wade” Carter, AR Agent License #7474678

Carter Retirement Solutions, Springdale, AR

This information is designed to provide general information on the subjects covered. The generalized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor, as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances.

Any references to annuity guarantees and optional lifetime income rely on the financial strength and claims-paying ability of the issuing insurance company. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company.

Carter Retirement Solutions is not affiliated with, or endorsed by, the Social Security Administration or any other government agency. By contacting us, you may be offered an insurance or annuity product.

Insurance and annuity products offered through Jimmy “Wade” Carter, licensed in Arkansas. License #7474678.

419174-0219

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