Carpenter Financial Services: Financial Advisor, Retirement, Investments

 

If you want to start saving for the future or are going through a life changing event such as: 

~ Retirement ~ Death of a loved-one
~ New Job ~ Lump-sum settlement
~ Marriage or divorce ~ Sale of a major asset

or just need some assistance in creating an income stream during retirement, you need an experienced financial advisor* to educate you and guide you in the right direction. 

Please email us or call today to setup a consultation to review your financial plan* to see if you can possibly save money, improve earnings potential and potentially minimize market risk.

Remodel your finances today!  Call a Carpenter.

(800) 782-8067

carpenter@hdvest.net

 *Investments are subject to market risks including the potential loss of principal invested.

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

More Newsletters →