Succession Planning

Succession planning services Oklahoma

A properly structured financial plan enables you to prepare for the various financial challenges that may present themselves at different stages of your personal and professional life. Craig Carter and Associates can help you identify your financial goals, make informed decisions and set up a plan that will ensure you have the retirement you want.

We offer the following financial planning services:

  • Family cash flow budgeting and analysis
  • Long-term budgeting for maximum long-term income
  • Income tax reducing strategies
  • Retirement planning, 401k, profit sharing and SEP/IRA plans
  • Planning the funding of retirement plans
  • Optimizing retirement plan distributions
  • Maximizing social security benefits
  • IRAs and retirement rollovers and transfers
  • Investment analysis
  • Risk profiling and asset allocation reviews
  • College planning for children
  • Insurance policies analysis and recommendations
  • Estate planning and tax minimization strategies
  • Use of family limited partnerships (FLPs) and LLCs in estate planning

Assuring you experience a financially secure retirement is up to you, but you do not need to do it alone. Craig Carter and Associates can help you navigate these important decisions.


We offer a FREE initial consultation to discuss our succession planning services. Call us today at (405) 340-5971 and ask for Deborah regarding our estate planning services.