Smart Financial Strategies

Specialties

My name is Jeff Carter a financial pro that helps pre-​retirees and retirees protect their nest egg through Stock Market Ups and Downs while teaching You How to generate 50% more income from the same pool of assets. I am a Retirement Income Planning Coach.

My goal is to help you create a retirement income plan that will allow you to live out your retirement years with More Income and Less Worry.

History

Established in 1990.

Serving pre-​retirees and retirees within the greater Phoenix metropolitan area since 1990.

Meet the Business Owner

Jeff C.

Business Owner

My passion to help others navigate the treacherous waters of retirement planning began with a simple mission statement. I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself. I have achieved the professional designations of Retirement Income Certified Professional (RICP), Registered Financial Consultant (RFC), Certified Senior Advisor (CSA), and Life Underwriter Training Council Fellow (LUTCF). I have a long term commitment to professional and academic achievement. My goal is to help you create a retirement income plan that will allow you to live out your retirement years with More Income and Less Worry!