FINANCIAL ADVISOR:

Kelly Carter has more than 30 years of experience as a financial life planner at the forefront of the pioneering trend of integrating life planning with financial planning. With an emphasis on estate and tax planning, property and casualty, life insurance, annuity programs, and retirement income strategies, this dynamic team-based endeavor allows for comprehensive planning aligned with the client's values and life goals. Kelly has worked directly with pre-retirees and retirees, business owners, and professionals, providing them with alternative, safe solutions for their retirement needs.

Prior to founding Beacon Retirement Planning Group, Inc., Kelly was responsible for the formation of an estate planning team that focused on wealth transfers and tax-saving strategies for high net-worth clients throughout the United State. This team, comprised of lawyers, CPAs, tax, insurance, and investment specialists, provided the necessary strategies for ensuring the protection and efficiencies of each client’s “wealth transfer” plan.

Over the next several years, Kelly expanded this approach to offices in the Chicago and New York regions as he grew this segment of the business, nation-wide. Mr. Carter has headed up the forum for hundreds of wealth preservation seminars and has spoken to thousands of retirees. The result has been the development of an extensive network of clients throughout the country with individualized and customized retirement plans that provide peace of mind wealth preservation solutions.

Very early in his career, Kelly was recruited to serve as an independent Registered Representative, appointed through Bear Stearns and First Allied Securities, Inc. He received his formal education at Central Missouri State University and graduated Summa Cum Laude with a B.S. and B.A. degree in Finance and Management.