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CARRERA FINANCIAL

Navigating You Toward Financial Success

Partnering with You to Navigate the Seasons of Life

Our first priority is to take time to identify, and understand your financial dreams and aspirations; we then map out a course of action for your long term success. We are relationship driven and believe success comes to us in many forms throughout our lives. Carrera Financial is a boutique client centric financial services firm backed by LPL Financial, the nation’s largest broker dealer, as reported by Financial Planning magazine, June 1996-2018, based on total revenue.. We invite you to join us on our mission to pursue your financial goals. 

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For Your Life Planning

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

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For Your Risk Protection

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

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For Your Values & Assets

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

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For Financial Institutions

Carrera Financial provides third-party program administrative support for financial institutions seeking to offer financial services to their clients. 

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Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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