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The Cornerstones of a solid financial strategy

Our clients look to us for guidance in four main areas. Each is a cornerstone of an overall financial strategy that can help you achieve your financial goals as they evolve over time. 

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Cash Flow Management and Savings

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

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Protection

Years of experience have prepared us to guide you through your life transitions.

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Asset Management

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Tax and Estate Planning Strategies

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Cash Flow Management and Liabilities

The very beginning of any solid financial strategy requires a reliable system for cash flow management and handling your liabilities. In order to create a plan for reaching short and long term goals and objectives we need to make sure our clients have a strong grasp on income they have coming in from multiple sources as well as how those funds are allocated across their various expenses. As simple as this may sound, we find many of our clients have a great need for this level of organization. Our Cash Flow Analysis is built to help our clients spend as much as necessary on the most important factors of their life and reduce the outflows to expenses of lesser importance. 

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Protection

Once cash flow management and liabilities are in order the next step in the process is to make sure our clients are properly protected across their lives and the lives of their family members. Many advisors overlook this step, because it can be time consuming and is not always directly related to their own line of work. At Carter Bacharach Financial Group we understand all of the savings and investments in the world can quickly disappear if you are not properly protected and do not take the time to review your current policy coverage. This coverage includes home, auto, life, health, disability etc. As your financial advisor, we see ourselves as the quarterbacks of your financial lives and if we are not taking the time to review these risks with our clients and bring certain risk our clients typically would not recognize to light, then we are not fully completing our duties as your advisor. 

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Asset Management and Development

Once cash management and liabilities are in order, asset management and development are key to the overall strategy. Through goal recognition and risk management preference we can help you appropriately allocate your investments to make your money work harder for you. We want to make sure your assets have the same goals and objectives as you. Otherwise what good is saving if everything isn't working towards a common goal? Through proper assessment of your personal situation we will personalize an asset allocation model geared towards the most important items in your future. This could range from saving for a down payment on a house, college funding, a second home, paying off debt, etc. Our experience in asset management can help you reduce your risk while reaching your goals. 

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Taxes and Estate Planning Stragies

Leaving a legacy quickly becomes what it is most important to many of our clients. Leaving a legacy can be more complex than many individuals would like to believe. It is our goal to help you leave your legacy exactly how you envision it. In order to do that proper tax and legal planning will be necessary. At Carter Bacharach Financial Group we team up with many of the best Tax Professionals and Attorneys to help our clients accomplish these goals.

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