“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)
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.
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.