Carter Financial Management, Planning Advisory Services - Dallas, Texas

<body> <table border="0" cellpadding="0" cellspacing="0" width="100%"> <tr> <td rowspan="2" align="left"><img border="0" src="images/inside/top_left.jpg" width="120" height="129"><img border="0" src="images/inside/top_left_curve.gif" width="52" height="129"></td> <td align="right"><img border="0" src="images/inside/header.gif" width="483" height="83"></td> </tr> </table> <table border="0" cellpadding="0" cellspacing="0"> <tr> <td><img border="0" src="images/inside/inside_nav/top_nav.jpg" width="155" height="27"></td> </tr> <tr> <td><a href="f_about.htm" target="_top" onMouseOver="turnOn('image1')" onMouseOut="turnOff('image1')"><img name="image1" border="0" src="images/inside/inside_nav/about_off.jpg" alt="About Us" width="155" height="22"></a></td> </tr> <tr> <td><a href="f_investor.htm" target="_top" onMouseOver="turnOn('image2')" onMouseOut="turnOff('image2')"><img name="image2" border="0" src="images/inside/inside_nav/investor_off.jpg" alt="Investor Center" width="155" height="22"></a></td> </tr> <tr> <td><a href="f_news.htm" target="_top" onMouseOver="turnOn('image3')" onMouseOut="turnOff('image3')"><img name="image3" border="0" src="images/inside/inside_nav/news_off.jpg" alt="News You Use" width="155" height="22"></a></td> </tr> <tr> <td><a href="f_briefs.htm" target="_top"><img border="0" src="images/inside/inside_nav/sub_financial.gif" alt="Financial Briefs" width="155" height="20"></a></td> </tr> <tr> <td><a href="f_aofi.htm" target="_top"><img border="0" src="images/inside/inside_nav/sub_articles.gif" alt="Articles of Interest" width="155" height="20"></a></td> </tr> <tr> <td><a href="f_market.htm" target="_top"><img border="0" src="images/inside/inside_nav/sub_market.gif" alt="Market Data Bank" width="155" height="20"></a></td> </tr> <tr> <td><a href="f_weekly.htm" target="_top"><img border="0" src="images/inside/inside_nav/sub_weekly.gif" alt="Weekly Focus" width="155" height="20"></a></td> </tr> <tr> <td><a href="f_contact_us.htm" target="_top" onMouseOver="turnOn('image4')" onMouseOut="turnOff('image4')"><img name="image4" border="0" src="images/inside/inside_nav/contact_off.jpg" alt="Contact Us" width="155" height="22"></a></td> </tr> <tr> <td><a href="index.htm" target="_top" onMouseOver="turnOn('image5')" onMouseOut="turnOff('image5')"><img name="image5" border="0" src="images/inside/inside_nav/home_off.jpg" alt="Home" width="155" height="22"></a></td> </tr> </table> <p><font face="Arial"><b>Carter Financial Management<br> Raymond James Financial Services<br> </b><font size="2">8117 Preston Road, Suite #420<br> Dallas, Texas 75225<br> (214) 363-4200<br> Fax (214) 363-4369</font></font></p> <p><a href="mailto:info@cascfm.com" target="_blank"><font face="Arial" size="2">info@cascfm.com</font></a></p> <table border="0" cellpadding="0" cellspacing="0" width="80%"> <tr> <td> <p align="center"><b><font face="Arial"><font size="3">Our Services<br> </font><font size="2"><a href="#Comprehensive Financial Planning">Comprehensive Financial Planning</a> | <a href="#Cash and Asset Management">Cash and Asset Management<br> </a><a href="#Brokerage Services and Investment Products">Brokerage Services and Investment Products</a> | <a href="#Risk Management and Insurance Products">Risk Management and Insurance Products</a> | <a href="#Tax and Estate Planning">Tax and Estate Planning</a> | <a href="#Trust Services">Trust Services</a> | <a href="#Seminars">Seminars</a></font></font></b></p> <hr width="75%"> <p align="center"><b><a name="Our Services"><font face="Arial" size="3">Our Services</font></a></b></p> <p><font face="Arial" size="2">CFM provides financial planning services through Carter Advisory Services and follows the professionally recognized 6-step process for financial planning as defined by the College for Financial Planning.</font></p> <p><font face="Arial" size="2">To provide prospective clients an overview of the company, we provide a one hour meeting to introduce our services to you.</font></p> <p><b><a name="Comprehensive Financial Planning"><font face="Arial" size="2">Comprehensive Financial Planning</font></a></b></p> <p><font face="Arial" size="2">Beginning with the client's current situation, planners assess assets, liabilities, cash flow, taxes, insurance in force, and estate planning documentation. Specific goals and objectives are subsequently defined. This process reveals immediate steps needed to meet short-term financial objectives, and defines obstacles to be overcome for attainment of long-term goals such as retirement and estate planning.</font></p> <p><font face="Arial" size="2">The next step is the development of a written financial plan, followed by implementation of prioritized recommendations. Periodic reviews and updates are provided, which ensure that current objectives are being reviewed in an ever-changing economic climate.</font></p> <p><b><a name="Cash and Asset Management"><font face="Arial" size="2">Cash and Asset Management</font></a></b></p> <p><font face="Arial" size="2">Through our broker/dealer, Raymond James Financial Services, Inc. (RJFS), we provide a variety of portfolio management services for individuals, pension and profit sharing plans, retirement funds, foundations, endowments and trusts. In addition to traditional investment accounts, several fee-based accounts that feature annual fees and low (or no) transactions costs.</font></p> <p><font face="Arial" size="2">In addition, we offer an Elite Investment Account that combines a full-service investment account with a comprehensive cash management program. Some of the features include unlimited check writing, a VISA Gold debit/ATM card, cost basis and gain/loss information, loans, access to account information via the Internet. Performance reporting is included for Elite accounts valued at $250,000 or greater.</font></p> <p><b><a name="Brokerage Services and Investment Products"><font face="Arial" size="2">Brokerage Services and Investment Products</font></a></b></p> <p><font face="Arial" size="2">Our investment services and products are also offered through our broker/dealer, RJFS. Our clients can choose from a wide range of investment products such as mutual funds, stocks, bonds and real estate investment trust. In addition, RJFS has a nationally recognized equity research department featuring current stock recommendation and commentary on the market and the economy.</font></p> <p><b><a name="Risk Management and Insurance Products"><font face="Arial" size="2">Risk Management and Insurance Products</font></a></b></p> <p><font face="Arial" size="2">We offer evaluations and products for life; disability and long term care insurance; fixed and variable annuities; and other insurance products.</font></p> <p><b><a name="Tax and Estate Planning"><font face="Arial" size="2">Tax and Estate Planning</font></a></b></p> <p><font face="Arial" size="2">We will work in conjunction with your accountant and attorney to coordinate your financial plan with your tax and estate planning needs. We also assist with planning for wealth replacement, charitable gifting, business succession, employee benefits as well as other specific topics.</font></p> <p><b><a name="Trust Services"><font face="Arial" size="2">Trust Services</font></a></b></p> <p><font face="Arial" size="2">Trust services are now available in the State of Texas through our broker/dealer Raymond James and Sound Trust Company. We are happy to report that they are among the first foreign fiduciaries to be approved under the new Texas state law.</font></p> <p><b><a name="Seminars"><font face="Arial" size="2">Seminars</font></a></b></p> <p><font face="Arial" size="2">Throughout the year, we offer seminars to our clients that cover a wide range of educational topics as well as current events that may affect your financial future. In addition, each fall we have our annual investment conference. In its 19 years of success, our conference brings to you a diverse range of investment planning topics and issues.</font></p> <p align="center"><font face="Arial" size="2">Click <a href="f_special.htm" target="_top">here</a> for our seminar schedule</font></p> <p align="center"><a href="#top"><font size="2" face="Arial">Return to Top</font></a></p> <p align="center"><font size="2" face="Arial"> </font></p> </td> </tr> <tr> <td> <hr> <div align="center"> <font face="Arial" size="3"><b> Financial Planning Services through Carter Advisory Services, Inc.<br> Registered Investment Advisor<br> <br> Securities offered exclusively through <br> Raymond James Financial Services, Inc. Member <a href="http://www.finra.org" target="_blank">FINRA</a>/<a href="http://www.sipc.org" target="_blank">SIPC</a>.</b></font><font size="2" face="Arial"><font face="Arial, Helvetica, sans-serif" color="#000000"><br> <br> © 2006  Carter Financial Management  </font>All Rights Reserved</font> <hr> </div> </td> </tr> </table> <p> </p> </body>