4695 Chabot Road,
Anthony Carr, CPA, CFP®, MBA, has been serving the Tri-Valley area with independent financial planning services for 25 years.* INDEPENDENT FIDUCIARY* REGISTERED INVESTMENT ADVISOR* FEE-ONLY COMPENSATIONAnthony’s vast knowledge base provides the company’s clients with expertise in all areas of the financial life cycle – Accumulation, Distribution, and Preservation. A client of Carr Wealth Management receives personal attention and an assurance that their best interests are always top priority.
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The retirement phase can be the most challenging for retirees - they face a balancing act between all the main areas of asset management - the growth, distribution, preservation, and protection of their assets. They are nearing the end of the accumulation stage - risk tolerances decline, and inflation and liquidity concerns become more important. Meanwhile, they keep an eye on asset preservation as family transfer goals become increasingly important.
We stress goal-oriented investment strategies instead of transaction oriented ones. We help clients take advantage of the markets instead of the markets taking advantage of them.
Take advantage of this valuable opportunity to sit down with Anthony Carr and ask questions to find out if you need planning, or if you simply need answers to a few financial questions. The only cost is your time, but the benefit could far outweigh the time it would take to find out where you stand financially.
A vast resource of financial information at your disposal. Articles, Videos, Calculators, and Slide Shows designed to simplify financial areas that retirees commonly face.