Brian Carlton (CFP®, LHIC, MBA)

Brian Carlton focuses in the
following client markets or areas of practice:

  • Hourly
  • Insurance Related Issues
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Novice Investors
  • Retirement Planning & Distribution Rules

Planning Specialties

Carlton Financial Services has expertise in the following: helping surviving spouses rearrange their lives, retirement/estate planning, Medicare/long term health care insurance issues and Social Security strategies.

Additional Information

Over the past 25 years I have dealt with many different financial situations and interacted with all kinds of clients. I love helping people make sound financial decisions and that is why I am still excited when I engage with someone. I have also seen people who have purchased financial products (life insurance, annuities, funds, etc) from sales people and those products benefited no one but the sales person! You need someone who is experienced and works for you! That is what I do.

 

NAPFA Start Date

January 01, 1994

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This Office

827 Fieldhaven Drive Charlottesville, VA 22903 Phone: (434) 401-4275