Ken and Chelsey Carter

Protect Your Financial Future

We are Ken and Chelsey Carter, the father-daughter team that helps you grow your retirement assets and preserve the quality of life for you and your family.

The way we conduct our business is as personal as our product offerings. From the moment you contact us, you are treated like one of our family.

Carter Financial Services can help you maximize your income, minimize your taxes, and minimize your risks.

Ken and Chelsey Carter

Protect Your Financial Future

We are Ken and Chelsey Carter, the father-daughter team that helps you grow your retirement assets and preserve the quality of life for you and your family.

The way we conduct our business is as personal as our product offerings. From the moment you contact us, you are treated like one of our family.

Carter Financial Services can help you maximize your income, minimize your taxes, and minimize your risks.

Protect your financial freedom and have peace of mind with quality of life insurance.

Quality of life insurance

Guaranteed Lifetime Income

With all of life’s uncertainties, it’s good to know that there are options available to help secure your retirement income for life. Our Equity Index Annuities give you all the security of a fixed annuity, which protects your investment with the benefit of taking advantage of the gains in the stock market.

By working with us, we help you find the right annuity plan for you so that you can maintain your lifestyle throughout your retirement years.

Life Insurance with Living Benefits

Most of the time, people think of life insurance policies as a death benefit. However, our life insurance policies allow you to access funds while you are still living.

When your loved one suffers from a critical or chronic condition such as a heart attack, a stroke or invasive cancer, you can withdraw funds without penalty or taxes. Best of all, with our long-term care hybrid policies, the caregiver is not limited to a medical professional. The caregiver can be a family member, relative or close friend.