Angie's List is now Angi. Learn more

Carter Agency Insurance Services

Founded 2005 • With Angi since February 2016

N/A
Notary
Insurance Agencies
Financial Planning

Description

Medicare Insurance, Life Insurance, Long Term Care, Annuities, Dental, Vision, Medicare Advantage Plans, Medicare Part D...

Other local Pros in your area

SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi
Blue Lion Medicare

Call (888) 858-1408. Blue Lion Medicare work with over 200 plans and specializes in savings seniors money on their Medicare coverage!  

Verified Reviews

This pro does not have any ratings or reviews.

Have you hired Carter Agency Insurance Services? Be the first to share your experience and help other people looking to hire this Pro.

Write a review

Services Offered

Medicare Insurance, Life Insurance, Long Term Care, Annuities, Dental, Vision, Medicare Advantage Plans, Medicare Part D

Services Not Offered

We are not offering Auto or Home Insurance at this time.

General Information
Free Estimates
Yes
Eco-Friendly Accreditations
Yes
Payment Options
Check, Visa, MasterCard, Discover
Senior Discount
No
Warranties
Satisfaction