our focus
Employer Sponsored Retirement Plans
401k’s are the most common type of employer sponsored retirement plan, however cash balance plans and non qualified plans are becoming increasingly more popular.
Whether you need full advisory services or specific consulting or education, we can create an approach that’s tailored to your needs.
Corporate Retirement Consultant
Rachel Carter
My passion and expertise is in structuring retirement plans for organizations.
I am 100% committed to your corporate team and goals — bringing the most current insights and strategies forward. By keeping a close eye on the latest legislation, I bring added value to my clients by providing the best retirement structuring possible.
After living all over the country, I call Topsail, North Carolina home, where you’ll find me capturing coastal scenery with my camera.
Credentials
Rachel E. Carter, C(k)P®, CPFA®, NQPA®, ChFC®, CRPS®, RICP®
Rachel holds the designations of Chartered Financial Consultant® (ChFC®), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), NonQualified Plan Advisor® (NQPA®), Chartered Retirement Plans Specialist® (CRPS®), Retirement Income Certified Professional® (RICP®).
FINRA licenses: Series 7, 66
What do these mean?
Licenses
FINRA = Financial Regulatory Authority; all licensing exams are taken through this organization. Their website is a goldmine of information for consumers, check it out!
Designations
FINRA does not approve or endorse any designation – and not all designations are created equal. Learn more at FINRA’s designation database.
Awards
