Carter Capital Management takes your business – and your employees – to the next level of financial success. Our products and services are designed especially for small or midsized businesses. If you are a business owner we can help you and your employees with financial solutions for short and long-term growth.
By offering enticing benefit and retirement plans, you could attract highly talented employees as well as maintain positive morale with current employees.
Carter Capital has years of experience with corporate cash management, investment planning and strategy, tax reduction, and other financial management options.
We will help you identify your best options for your defined benefit plan or contribution plan. These include Simplified Employee Pension Plans (SEP), 401K plans, employee stock ownership plans, and profit-sharing plans.
We can also advise you on transition planning options to exit your business when the time is right.