Carlton Financial Services Inc.

Welcome to Our Web Site

OUR MISSION

Our mission is to assist our clients with the creation and implementation of a financial plan that helps them achieve their financial, spiritual and life goals.

YOUR NEEDS FIRST

When you're faced with important financial decisions that impact your future, you need sound financial advice from a source you can trust.  You need a relationship with a firm that promises to always put your needs first.  You need someone who understands what's most important to you.

When you work with Carlton Financial Service, Inc., you benefit by having access to comprehensive advice from a highly qualified and experienced financial professional.  For over 18 years, Rick Carlton has helped his clients implement financial solutions to address life's most important events such as saving for a comfortable and satisfying retirement, managing money during retirement to last for a lifetime, funding your children or grandchildren's college education, protecting your loved ones in case of death, disability or a long term illness, and any other life-goals you hope to achieve.

We'll get to know you, and learn about your goals and aspirations; and we'll tailor our advice specifically to those needs.  Because we're independent, we're able to offer you choices from a variety of financial products best suited to your goals.  Our independence allows us to focus on accomplishing YOUR goals, always ensuring the actions we take are in YOUR best interest.
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May 26, 2012 @ 02:57 AM

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Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

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Learning Center
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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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