CARR FINANCIAL ADVOCATES


   
      

Financial Education

  Individual Planning Strategies
  Business Owner Strategies
     

Long Term Care

     

Life Insurance

  Indexed Annuities
     

Fixed Annuities

     

Disability Income Insurance

 

Real Estate Analysis

     

Prepaid Legal Protection

    

Identity Theft Protection

 

Seeing the Big Picture...

   
 

SIDEBAR
As the owners of Carr Financial Advocates, Paul and Libby Carr have had varied business experiences. Their backgrounds include:

 

 


Insurance Strategies
Real Estate Brokerage
Refugee Resettlement
Radio/Internet Broadcasting
Securities Sales
Management Analysis
Tax Auditing
Professional Writing
Insurance
Counseling:
     Strategic
     Career
     Personal

     
 

Between them, their experience is broad enough to genuinely assist people to identify what their own needs, assets, and liabilities are within their own careers and businesses.

Business Owner Strategies

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Small business owners and the self-employed hold a unique position within the American culture.  They often pay more taxes and make less money than many workers in regular employment, yet thousands of people leave regular positions every year to go into every type of business imaginable (and some that haven't been imagined until someone dreams them up).

The reasons people go into business are as varied as the people themselves, but they all believe they will be better off and ultimately earn more money for themselves and their families, or most of them wouldn't do it.

This attitude is encouraged in our culture.  There are more "tax breaks" available for business owners and the self-employed; the catch is that you have to earn enough income to take advantage of most of them.  There are also more responsibilities, and the rules seem to become more complex each year.

We have been in business for years; we are aware of the problems most small business owners have.  Consequently, we are in a unique position to answer many of the questions you may have about both your personal and business financial strategies.

There is no one business or financial strategy that can protect everyone, or everyone's business.  However, we do represent a broad range of opportunities for both protection and asset growth, and we have the experience to assist you in deciding what your strategies should be, rather than offering just the choices of one company or another.

OUR TEAM APPROACH:  We have the expertise to help you decide what strategies are best for your business in many cases (see Sidebar).  In more complex situations, Business Succession Planning as an example, we will often bring in other business specialists experienced in those specific areas to assist in designing programs suited for your unique needs. 

If you want more information, email or call us.  We can help.

   
 
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