TD Ameritrade Trust Company, 9800 Schwab Way, Lone Tree, CO 80124, US

Carter Financial Group is a Flat Fee-Only retirement planning firm located in Lone Tree, CO. They specialize in providing comprehensive, tax-efficient retirement planning and investment management services to help clients achieve their personal financial goals. With a focus on maximizing retirement lifestyle while minimizing taxes and fees, Carter Financial Group offers specialized, personalized, and independent advice to create long-term relationships built on trust and objectivity. Led by Paul Staib, a Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP), Carter Financial Group serves clients in the south Denver metro area, including Highlands Ranch, Littleton, Centennial, Aurora, Parker, and surrounding communities. They also work with US-based clients virtually, ensuring accessibility and convenience for all. With a commitment to being a fiduciary and not accepting commissions, Carter Financial Group provides tailored retirement planning solutions that reflect clients' values and future needs.Generated from the website