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Services

The services of Carroll Investment Management are customized to your
unique financial needs. To accomplish this, we incorporate a comprehensive management approach that features:

Retirement Planning Education Planning
Social Security Planning Long Term Care
Portfolio Management and Analysis Estate Planning
Tax Strategies Legacy Planning and
Charitable Giving
Risk Management Solutions  

1) Retirement Planning
Whether you are in the accumulation phase or have already retired, a
sound strategy is crucial to:

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2) Social Security Planning
Many people see the issue of electing Social Security benefits as a multiple choice question; 62, 66 or 70. But it’s more than just when you file…it’s how you file. Choosing the right Social Security election strategy is one of the many important decisions that you will make for your retirement. We can help get the most in benefits by informing you when to file, what to file and how to file.

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3) Portfolio Management and Analysis

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4)Tax Strategies
Nearly all financial decisions have tax ramifications. Tax liabilities
associated with income, estate, gift and various state, excise and
sales taxes can take a real toll on your wealth. We can help coordinate
the various aspects of your financial plan to maximize tax-efficient
strategies in line with addressing your overall financial goals.

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5) Risk Management Solutions
Protecting yourself, your loved ones or your business against unexpected
events is a fundamental aspect of financial planning. Closing the gap on
potential risks can be tricky without a comprehensive plan and process
that methodically evaluates all potential risk factors.

That’s why risk analysis is an integral part of our ongoing process. We
continually identify and analyze all risk factors and make objective and
unbiased recommendations to provide you with the financial confidence
you seek.

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6) Education Planning
Whether you’re paying tuition costs now or saving for a future goal,
it’s important to ensure that your education strategy is compatible
with achieving your retirement income and related financial objectives.
Tax considerations and retirement income needs must be weighed
and evaluated before choosing a specific strategy. It’s important to
remember that while education expenses can be funded through
borrowing, retirement expenses cannot. Since we’re an independent
firm, we’re under no pressure to recommend proprietary education
savings programs or investment products. Our only concern is which
program best meets your needs. The following are among the most
popular education savings plans available today:

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7) Long-Term Care
When planning for long-term healthcare needs, it’s important to
keep in mind that:

Long-term care insurance can help manage healthcare costs and reduce the impact of inflation while ensuring your healthcare needs, and those of loved ones, are covered well into the future. Adequate financial planning now can help prevent a lifetime of assets from falling short when you need them most.

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8) Estate Planning
Preserving wealth from one generation to the next can be complex
and time-consuming. Guidance from a competent, experienced advisor
can go a long way toward helping make sure your financial success is
shared with your family, friends and the charitable organizations you
designate, according to your wishes. We will help you articulate your
estate planning goals and we will work closely with your tax and legal
advisors to ensure your financial plan reflects your estate planning needs.
Or, if you prefer, we can provide our own team of professional advisors
adept at the intricacies of estate and tax planning. Whether you use a
trust or another method for accomplishing your long-term estate planning
goals, we can assist you in navigating today’s complicated tax and estate laws.

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9) Legacy Planning and Charitable Giving
Charitable giving can provide tax benefits for you and your heirs. A full assessment of the short and long-term tax and estate planning implications is conducted to help ensure your plan is aligned with your overall wealth management objectives.

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