Mary Carter Financial Services

Retirement Planning


Our retirement planning process is designed to help you achieve your financial independence following your working years. We consider the following:

  • Objectives: We help you establish when you want to retire and how much income you will need.
  • Current resources: We identify assets you currently own and help plan how best to manage them until you’re ready to retire.
  • Shortfall: We evaluate how much more you will need to save to meet your goals, and we keep track of this goal on a regular basis using planning software you can access on our secure website.
  • Invest: We determine the proper savings vehicles and establish an investment plan to accumulate assets in the most tax advantageous manner.
  • Monitor: We monitor your plan and adjust it as necessary.


Please click here to learn about the qualified plan options for businesses.