DEVELOPING STRATEGIES
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MONITORING PLANS
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MAKING ADJUSTMENTS
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A financial plan increases the likelihood of achieving your goals.
A financial plan is a roadmap for your finances. Without one, you increase the likelihood of financial loss, frustration, or confusion. And for many, creating a comprehensive financial plan on your own can feel overwhelming.
Be sure you’re doing it right—partner with a CERTIFED FINANCIAL PLANNER™ at Carnegie Investment Counsel to help you flourish financially. Our financial planners can help build a robust strategy to give you the confidence you’re on track to meeting your objectives. We will also provide guidance around tax strategies to help minimize costs.
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 |
Achieve your financial aspirations while remaining true to your values.
Planning and directing your financial resources can be complicated. Your Carnegie financial planner will tailor a plan to account for your saving, spending, giving, and investing requirements, and more. Your advisor will listen to understand your values and then focus your strategy toward achieving your future aspirations.
Your financial plan is flexible and adaptable.
We all know life is unpredictable. Today’s financial plan could change in an instant due to unexpected events. Also, lifestyles evolve, as do income levels and preferences. So, when things change, we will adapt and adjust your financial plan to match your circumstances. Our financial planning process includes five components.
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FIVE COMPONENTS OF AN EFFECTIVE FINANCIAL PLAN
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Feel at ease knowing your advisor is a fiduciary.
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Carnegie provides custom-built financial and investment strategies, paired with personalized service, while held to an elevated standard of ethical conduct. Our advisors are here to help you bring your ambitions to life through wise planning and investing.
We believe finding your ideal advisor match can be one of the most rewarding aspects of investing. Likewise, the most rewarding part of our job is working with great people and developing long-term relationships that span generations. |
Serving investors since 1974 Recognized as a Financial Times Top 300 Registered Investment Advisor (2016-2020) Independently owned and operated Serving clients as fiduciaries, the standard required by law to place client objectives above company gains |
Are you looking to change financial advisors?
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Finding an individual or firm who is working in your best interest is crucial. Enclosed in our eBook are four questions we recommend you ask any prospective group you review. Plus, 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 |
What are your life dreams? We can help you achieve them.
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Many life goals require a financial investment. For example, paying for your children’s college education, retiring on time or early, taking that special vacation, buying a second home, giving generously to your favorite charity, or whatever dreams motivate you.
However, creating a comprehensive financial plan on your own can feel daunting. 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 a greater likelihood of reaching those dreams. Our team of financial planning experts can simplify the process and develop a personalized plan for you. With experience, research, and wisdom, Carnegie will work to grow your wealth so you can focus on more of what you love in life. |
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Getting started is simple.
You don’t need to ‘have it all together’ before calling us. Keep it simple and start with a conversation. We will guide you through the process. Call 1-800-321-2322 or Schedule a Complimentary Consultation to begin.
SCHEDULE A COMPLIMENTARY
CONSULTATION First, book an appointment to talk with one of our financial planning team members. |
DISCUSS YOUR GOALS
AND DEVELOP A CLEAR PLAN Second, discuss your current finances and future goals. |
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.
Financial Planning Topics by Carnegie Advisors
Since 1907, "Be Prepared” has been the motto for millions of Boy and Girl Scouts around the world. The expression represents the constant readiness and willingness in both mind and body to do the right thing at the right moment. Read more.
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We created this financial advisor meeting checklist to help you get ready to meet with your advisor. Some of these items may not apply to your particular situation. Simply use this financial advisor checklist of documents to guide you as you prepare. Read more.
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As you approach your retirement years, you probably have questions or concerns about how your retirement will look. Creating some certainty by reducing the number of potential surprises can go a long way toward alleviating those concerns. Read more.
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