Carr Financial Group

Guiding You Toward a Life of Success as YOU Define it

At Carr Financial, our dedicated team will help you define your financial goals and create a plan tailored to your unique circumstance. For over 36 years, we’ve earned the trust of generations of families by helping them navigate the ever-changing economy through every stage of life in pursuit of their goals. Let us be the constant guiding force in your journey.

What We Do

Our Services

Wealth Management

Money does not measure success. What you did to earn it and what you do with it are both better metrics to measure success.

Together we will create a plan based on your values and lifestyle to grow and protect what is yours, to provide for you and your family, and to leave a legacy for future generations.

Financial Planning

Decisions you make today can bridge the gap between where you are and where you want to be. Changes in your life circumstances and goals can require a change in strategy. The always moving markets and economy can present challenges and opportunities.

Our experience and education give us perspective to guide our clients through these inevitable changes. We help you to understand the impact these decisions and changes can have on your desired quality of life today while planning for your long-term financial goals.

Retirement Planning

Wherever you are on your retirement journey, our team will work to understand your goals to help ensure that you’re doing the right things to prepare for and enjoy the retirement you want.

"It's not just about money, it's about your entire future. Nothing is more important."
-Rich Carr

Premium Financial Content

We invite you to access articles we've licensed from the world’s most respected publishers including Forbes, The Wall Street Journal, Bloomberg, The New York Times, and more.

The career advice we've all heard — but shouldn't always follow

Tuesday, June 30, 2026 - Business Insider

Some of the most common career advice often sounds good, yet doesn't always hold up. You don't necessarily need to find your passion or climb the corporate ladder to enjoy your job. Because finding a job can be tough, it makes sense to think about which pieces of advice to follow.

If You’re Asking What a Trust Costs, You’re Already on the Wrong Path

, June 28, 2026 - Forbes

Stop pricing trusts like products—estate planning is a strategic design process where goals, complexity, and protection drive value far more than upfront cost.

She and Her Mother Built an 8-Figure Business Around a Beloved Family Heirloom. Now, the Legacy Continues: ‘So Much Bigger Than Just a Product.’

Tuesday, June 30, 2026 - Entrepreneur Magazine

Christina Livada and her late mother Beth Haller LaSala built a brand based on warmth and comfort.

Meta culpa

Thursday, June 25, 2026 - Business Insider

Mark Zuckerberg is realizing there's a limit to ruthless efficiency

Saying ‘Please’ and ‘Thank You’ to AI Sounds Crazy. It Might Actually Work.

Wednesday, June 24, 2026 - Entrepreneur Magazine

A new survey finds 86% of office workers are being polite to their AI tools — and most say it actually changes what comes back.

8 mistakes you should never make while networking, according to etiquette experts

Wednesday, June 24, 2026 - Business Insider

Networking is one of the best ways to land a job right now, but going about it the wrong way can do more harm than good for your reputation and potential future opportunities.