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The Smarter Approach To Investing & Planning

 The value of an advisor goes well beyond investment selection and asset allocation. 

An advisor can help clients define their investment goals, identify concerns, and create a comprehensive wealth management plan to fulfill life objectives. This can include many services beyond investment selection and asset allocation, such as retirement planning, tax planning, social security planning, insurance, or charitable gifting. This can also include education and impart a certain level of knowledge about investing and other financial matters , which can translate into discipline. By partnering with a professional who can consolidate sources of information and knowledge for them, clients can make financial and investment decisions in the context of their entire financial picture. 

Anthony B. Carr, CPA, CFP,™, owner of Carr Wealth Management, LLC, has been a CPA for over 35 years and managed client investments for over twenty-two years.

 See Anthony Carr's Blogs


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