Texarkana Retirement Planning, Investment Advice & Financial Planning
At Carroll Investment Management, we specialize in retirement planning, 401K rollovers, and investment advice. In order to effectively deliver these services we employ a four step process that helps us design a customized financial plan that is right for you.
Step1 - Discovery:
Before we get down to crunching numbers, we値l talk about the things that are most important to you - family, community, pastimes, church. We値l ask a lot of questions about what you池e really thinking, feeling, worried about; your experiences with money; and what you致e accomplished so far. Together we値l figure out where you are now.
Step 2 - Planning:
Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal and we will discuss and construct the framework for a plan that supports them.
Step 3 - Solutions:
A benefit of holistic financial planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.
Step 4 - Monitoring:
Just when you make plans, life happens - and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We値l help you plan for the unexpected, anticipate change, and adjust your plans over time as necessary.
This four step plan is designed to help us understand what matters to you and deliver it effectively, so that we may serve as attentive guides and help you make sound decisions about your wealth. Carroll Investment Management will be at your side as you identify your goals and aspirations. We値l help you map your route and stay by your side throughout your journey. If you are unsure where to turn for financial advice or retirement planning, call Carroll Investment Management today.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC