Individual Wealth Management

Carrera Retirement Company offers the following solutions for our individual clients:

  Personal Financial Planning
  • Retirement Planning
  • Asset Management
  • Risk Management
  • Insurance Solutions
  • Tax Advantage Strategies
  • Estate Planning
  • College Planning
  • Alternative Investments - Real Estate Investment Trusts (REITs)

Investment Counseling Process and Insurance Solutions
  • Determine investment goals
  • Develop overall investment strategies
  • Monitor investment performance
  • Adjustments to asset allocation and overall portfolio
  • Access to vetted professional money managers and traditional investment strategies
  • Insurance solutions
    • Disability Income Insurance
    • Life Insurance
    • Long Term Care Insurance
    • Executive Benefits
    • Property/Casualty Insurance
    • Health Insurance Solutions