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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 client centric financial service 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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When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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