Doing Well While Doing Good

A discussion of philanthropic tools that can be used to protect assets, reduce tax and provide benefits both for non-profit’s and for families, including Donor Advised Funds, Charitable Lead and Remainder Trusts, Family Foundations and direct gifting.
Subscribe to get the latest updates on financial planning, retirement, the economy, and more!
Connect with us on Social!
/ carver-financial-services
/ carverfinancialservice...
#investments #retirementplanning #stockmarket #financialservices
Carver Financial Services helps smart investors achieve their vision with $500,000 or more in assets. Say goodbye to uninvolved financial advisors and confusing investment advice. Work with a wealth management team that puts you and your goals first.
Check out our Personal Vision Planning process at carverfinancia....