Carroll Investment Management

Carroll Advisory Group is a retirement planning firm dedicated to simplifying the complexities of retirement for our clients. With nearly two decades of experience, we have honed our skills in retirement planning and investment management, providing clarity and confidence to those who are planning for their future. We believe that you deserve a retirement plan that is flexible enough to handle life's curveballs and a team that can guide you through the process with jargon-free guidance.

Our Services

At Carroll Advisory Group, we offer a range of services designed to meet the unique needs of our clients. Our services include:

• Retirement Planning: We help our clients create a well-defined plan that covers all of life's "what-ifs" and evolves with their life. Our plans are tailored to each client's individual needs and goals, providing clarity and confidence for the future.
• Investment Management: Our team of experts manages our clients' investments, providing ongoing investment management, financial consulting, and retirement planning. We offer both traditional asset-based plans and flat fee consultations, depending on each client's needs.
• Tax Planning: We help our clients decrease the taxes they pay in retirement by providing guidance on Roth conversions and other tax-saving strategies.
• Social Security Planning: We help our clients coordinate their Social Security filing strategy with their other assets and income, ensuring that they receive the maximum benefits possible.
• Education and Guidance: We offer free guidance through our YouTube channel, podcast, blog, and Facebook group, delivering practical guidance on retirement planning.

Our Approach

At Carroll Advisory Group, we take a holistic approach to retirement planning. We believe that good retirement planning isn't just about investments; it's about looking at all aspects of a future you've dreamed of and walking alongside you as you bring it to life. Our team of experts provides jargon-free guidance, crystal-clear reports, and ongoing support to help our clients achieve their goals and claim a life they love.

Our Team

When you work with Carroll Advisory Group, you get an advisory team with mastery-level knowledge of the retirement planning and investment management process. Our team is committed to providing jargon-free guidance, a well-defined plan, and crystal-clear reports to help our clients achieve their goals.

Our Pricing

We offer annual flat-rate pricing for households with investable assets greater than $1,000,000. Our fee includes unlimited access to our team, annual strategy meetings, portfolio management, online access to view portfolio and transactions, and coordination with other professionals. We also offer some free guidance through our YouTube channel, podcast, blog, and Facebook group.

In conclusion, Carroll Advisory Group is a retirement planning firm dedicated to providing clarity and confidence to those who are planning for their future. Our range of services, holistic approach, and commitment to jargon-free guidance set us apart from other firms. If you're ready to trade confusion for confidence, we invite you to start the conversation with us today.