Broker Check
 
Your Family, Your Wealth Planning for What Matters Most Plant the Seeds of Tomorrow

Family-First Financial Advice

All too often, wealth is measured by the size of a bank account or the number of zeros on a paycheck. After partnering with hundreds of people over the years, CarrThaxton Financial Group has discovered that the secret to true prosperity lies not in the amount of money you have but in the opportunity to share meaningful moments with those who you cherish most. Connected by this common thread, our clients and our team of trustworthy professionals work side by side in pursuit of both financial freedom and a richness found in family life.

Our Story
 

Our Independence

 
 

CarrThaxton Client Experience

 
 

Retirement Planning Today

 
 

Upcoming Events

 

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Helpful Content

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

 

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

View all videos arrow