Carthage Financial Group, LLC
4 Maple Street, Suite # 4
Been a licensed Financial Professional for more than 30 years. Previous experiences include work as a Tax Preparer, a Bookkeeper, an Adjunct Professor of Finance, a Life Insurance Agent, and as a Stockbroker. I saw too inherent conflicts of interests when it came to commission-based sales, therefore I left that world and went out on my own by creating my own independent RIA (Registered Investment Advisor) firm whereas all sales commissions are removed from all investment products, there is total disclosure of all expenses and my firm is compensated by various fee-based arrangements; either by way of billable hours or by way of an annual retainer based on the dollar volume of assets which require ongoing management. I am planning to sit for the CFP Exam in July of 2015.
Financial Literacy, Financial Consulting and Wealth Management