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Bill Carter, CFP®, ChFC, CLU

Carter Financial Management

12222 Merit Dr
Ste 1800
Dallas, TX 75205
Phone: (214) 363-4200
Fax: (214) 363-4369

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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