About me
I sell coverage I'm not allowed to buy.
I have LGMD2B, a muscular dystrophy diagnosed at 17. It makes me permanently uninsurable for most of the coverage I sell.
So I know what it's like to find a gap you can't fix. My job is finding yours while you still can. I didn't get into this to sell insurance. I got in to help people stop handing their whole life over to a paycheck.
That's why my model looks backwards. The initial call is free. And I'd take one referral from a good client over a thousand leads. Before we talk, look me up on FINRA BrokerCheck. Please do.
Carter Colton
Financial Services Professional, NYLIFE Securities LLC
What you can expect
My approach to financial guidance focusing on your goals, priorities, and next steps. I’ll work with you to build an integrated strategy that safeguards what matters most to you, while also identifying opportunities for growth. Here’s what that process looks like:
STEP 1
Discuss your goals
We’ll start with a conversation focused on what matters most to you and the future you want to build.
STEP 2
Review risks and opportunities
We identify potential risks and uncover opportunities so your plan stays on track.
STEP 3
Create your personalized strategy
Together, we build a personalized strategy designed to protect what matters most and support long-term growth.
STEP 4
Get ongoing support
As life changes, we’ll revisit your plan, adjust as needed, and keep you moving forward.
My areas of focus
I offer a range of financial solutions designed to help support your goals at every stage of life — from protecting what matters today to planning for the future. Below, you’ll find an overview of the products and strategies I can help you explore.
Life insurance
Life insurance solutions that help ensure your loved ones are taken care of
Employee Benefits
Business benefit solutions to help ensure your employees and the business are protected
Individual disability insurance
Helps to replace lost income if sickness or injury prevent you from working
Tax-Efficient Retirement
401(k) rollover options, tax strategies, Roth considerations, and retirement planning services