“Not having a new financial plan could be one of the biggest financial mistakes you could make after a divorce.”
– FORBES.COM (7 Common Costly Financial Mistakes To Avoid)
“Not having a new financial plan could be one of the biggest financial mistakes you could make after a divorce.”
– FORBES.COM (7 Costly Financial Mistakes To Avoid)

DIVORCE ADVISORS AND FINANCIAL PLANNING IN CINCINNATI AND NORTHERN KENTUCKY

Bob Carroll CPA, CFP®, CFDA™ works with clients to:

Understand your situation

Create a customized plan and

Help empower you to make educated decisions about your finances

Carroll Financial does not replace the need for an attorney, Bob will work with your legal counsel to ensure seamless service.

HOW WE HELP

Save
time & money

Define
your financial picture

Simplify
the complex

Make Informed
decisions

Maximize
your outcome

Carroll Financial is focused on helping clients with their financial needs before, during and after divorce. It is best to meet as early in the divorce process as possible. Please contact us for a complimentary, confidential consultation.

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TO SCHEDULE A

complimentary, confidential

CONSULTATION

Carroll Financial is a service of Carnegie Investment Counsel. Carnegie Investment Counsel is a registered investment adviser with the Securities and Exchange Commission (SEC). The information provided here is for general informational purposes only, and should not be considered personalized investment advice. Each investor needs to review an investment strategy and their asset allocation for his or her own particular situation before making any investment decisions.
FULL DISCLOSURE
Carnegie Customer Relationship Summary (Form CRS)

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