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Wealth & Financial Planning

Goal-driven advice centered around greater financial contentment.

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Clear Investment Management Strategies
DEVELOPING STRATEGIES
Active Investment Management
MONITORING PLANS
Clarify Your Financial Goals
MAKING ADJUSTMENTS
Carnegie Wealth and Financial Planning

Without a plan, the chances of you achieving your goals are greatly reduced.

Other risks of not having a plan include:

Running out of money in retirement

Having to work into your retirement years

Paying more taxes than necessary

Increased financial stress

Being unable to fund your child’s education

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We understand it can be overwhelming to build a plan on your own.

Our team of financial planning experts is prepared to guide you throughout the entire process of developing, monitoring, and adjusting your personal financial plan.

​As your lifestyle evolves, you can feel confident knowing you are working with an advisor who is committed to providing you with the highest standard of service.
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FIVE COMPONENTS OF AN EFFECTIVE FINANCIAL PLAN
​Define short-term and long-term goals

​Define short-term and long-term goals
 Project cash flows ​

Project cash flows ​
Assess risk tolerance

Assess risk tolerance
Define an investment strategy ​

Define an investment strategy ​
 Review and refine

Review and refine

Download Our eBook: "Top Four Questions to Ask Before ​Hiring a Financial Advisor"


Here's what you'll learn:

The difference between fiduciary and suitability standards

Learn how some advisors may not be required to work in your best interest

Be aware of various types of hidden costs

The importance of third party custodians

The difference between fee-based and fee-only

Download Now​ - It's Free

Everyone has personal life goals.

Many of these goals require a financial investment. For example, paying for your children’s college education, retiring on time, taking that special vacation, buying a second home, giving generously to your favorite charity, or whatever dreams motivate you. 

By having a plan, the chances of you achieving your goals increase significantly.

However, creating a comprehensive financial plan on your own can be difficult. It may leave you feeling uncertain and second-guessing yourself. At Carnegie, partnering with one of our certified financial planners can give you confidence and greater likelihood of reaching those dreams. Our team of financial planning experts can simplify the process and develop a personalized plan for you.
Carnegie Wealth and Financial Management
Complementary Consultation
SCHEDULE A ​COMPLIMENTARY
​​CONSULTATION


First, book an appointment to talk with one of our financial planning team members.
Discuss Your Goals
DISCUSS YOUR GOALS ​
​AND DEVELOP A CLEAR PLAN


Second, discuss your current finances and future goals.
​
Implement Your Financial Plan
IMPLEMENT YOUR PLAN
​WITH ​CONFIDENCE


Third, build a plan that is tailored to meet your needs. Relax knowing you have a strong financial plan for the future.
Serving investors with portfolios of $500,000 or more. 
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800-321-2322

Email

info@carnegieinvest.com

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Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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Locations

Cincinnati, OH
Cleveland, OH
Ft. Myers, FL
Los Angeles, CA
New York City, NY
Philadelphia, PA
Pittsburgh, PA
​Toledo, OH
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

©2021 Carnegie Investment Counsel. All Rights Reserved. 
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why work with a RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis