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We do investment management and financial strategy for business owners, institutions and families in transition.

Learn About Who We Serve

Understanding Unique Circumstances

We understand that individuals face unique challenges as they prepare for the many financial hurdles throughout our lives. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

We built our firm on integrity and trust because doing what is best for our business in the long run is doing what is best for our clients every single day.

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Recent News and Helpful Resources : Please check back for regular updates 

Please click the above image for an overview from PGIM Investments about understanding the market during these difficult times. 

Please click the image above for an update on the recent changes to tax dates from the federal government.

Investment manager T.Rowe Price writes about why it is so important to keep your emotions in check and stay invested.

Please click the image above for a brief overview of the stimulus package signed into law on Friday March 28th, 2020.

See our sections for "Learn" and "News and Notes" below for current and previous resources.

Keeping Emotion in Check

Keeping Emotion in Check

It is important to keep your emotions in check during times such as what we are experiencing today. This presentation helps to explain why. 

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How Carter Bacharach Financial Group Can Serve You

Our Philosophy

Work for a deeper understanding prior to making any recommendations.

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Our Clients

Business Owners - Institutions - Individuals

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Our Process

We create strategies that are tailored to your needs and goals.

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Technology for Growth and Communication

Technology for Growth and Communication

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We incorporate technology into our everyday practice to help us communicate more effectively with clients about the steps we are taking to help accomplish your goals. 

Please clink the link below to view the short two minute video and learn more about the technology we use to plan and communicate with our clients.

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Looking for additional information about how we help our clients?

Looking for additional information about how we help our clients?

Please take a minute to schedule a 15min phone call consultation with us. During this phone call you can expect to receive a better idea of how we may be able to work together. 

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We provide great opportunities for our clients to stay up to date with the market, understand regulatory changes, and breakdown today's most common topics

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News and Notes 

Check us out for daily information including a wide range of financial planning strategies. 

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