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CARTER & CARTER FINANCIAL PUTS YOU CENTER STAGE
There is drama in investing where the joys of gain and pains of loss take center stage!

You rejoice as assets soar and bemoan as your fortune turns. Given the stock market’s unpredictability, why not kick the investment drama backstage. Consider getting off the roller coaster. At Carter & Carter Financial we base recommendations on careful consideration of asset allocation to help reduce the drama and stage fright.

If you are concerned about your investment decisions and are only sticking to “Certificates of Deposits” you probably already know that they are not to keep for the long haul. Erosion of purchasing power through taxation and inflation is the quiet giant that simply may not allow your CD to grow over the long run. CD’s are typically short term planning tools.

The historical advantages of a diversified investment portfolio may well include both short and long term carefully crafted asset allocations. If you want to reduce volatility you certainly have to manage better than the S& P 500, which is a composite of the 500 largest US companies. Money managers often outperform many such indexes with both asset allocation strategies and adept research. Our job is to assist you in locating the best money managers and strategy to meet your financial goals. We want you to have a long and successful performance run.

Consolidating your pension and IRA funds may assist in potentially lower fees, reducing paperwork, easier tracking your allocations and may reduce investment overlap.

Tax management is crucial to your long-term success. That is why Carter & Carter has had a running history of coordinating tax* and investment. .

Carter & Carter Financial puts you center stage. We tout a professional team to assist you in steps for changing past drama and sticking to a financial plan script that includes regular rehearsals called financial reviews. Why not put the brakes on the roller coaster and control your own investment.

Servicing all branches central telephone 683.2900

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Securities and investment advisory services are offered through Raymond James Financial Services, Inc., an independent broker/dealer and member of FINRA/SIPC. Securities are not FDIC-insured and are subject to risk, including the possible loss of principal.

This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to other sites from within this website are provided for information only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

*Tax Preparation and Accounting services are provided by Carter & Carter Financial, not as a service of Raymond James Financial Services, Inc.

Local Office:
We are available by appointment Monday through Friday from 8:30 am to 5:00 pm.

750 Good Pasture Island Road
Eugene, Oregon 97401
Telephone: 541.683.2900 • 800.338.4436
Fax: 541.343.7945

securities and investment advisory services are offered through:
Raymond James Financial Services, Inc.