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Nancy J. Carr, CFP®

Carr Financial Services

22996 El Toro Rd.
Suite 106
Lake Forest, CA 92630
Phone: (949) 855-0324
Fax: (949) 855-4048

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Retirement
  • Starting a Family
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.