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Team

At Carlton Financial Services, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Richard L. Carlton

Securities America Financial Consultant

(541) 485-0150

(541) 485-3447

rick@carltonfsi.com

Rick has over 25 years of experience in the financial services industry and oversees the supervision of $27 million in client assets.

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Diana Carlton

Office Manager

(541) 485-0150

(541) 485-3447

Diana is a wife and business partner to Rick and handles all office management functions. Her role ensures that the office runs smoothly and efficiently so that clients are afforded the best possible service every day.
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