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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>Volunteering in Retirement</p>

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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<p>A Home Insurance Claim: To File Or Not To File</p>

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
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<p>What If You Get Audited?</p>

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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