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CARRERA FINANCIAL

Navigating You Toward Financial Success

Partnering with You to Navigate the Seasons of Life

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

For Your Life Planning

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

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For Your Risk Protection

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

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

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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<p>Retirement Income and the Traditional Portfolio</p>

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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<p>Assess Your Life Insurance Needs</p>

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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<p>Federal Income Tax</p>

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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