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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 1996-2023, 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 Management

For Your Risk Management

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

 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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Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Federal Income Tax

Federal Income Tax

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