Retirement, uncomplicated.

Walk through retirement with a financial advisor who turns confusion into confidence.

Worried about running out of money in retirement?

It's sort of like asking "are you breathing today?" We have all worried about this at one point or another — no matter what our bank books report.

The fact that you've landed on our site tells us that you think ahead. But, what in the world should your plan include? With every internet search, friend over coffee, and social media so-and-so telling you opposing "must-dos" and "don't even think abouts," knowing the right approach for your family can feel downright baffling.

AT Carroll Advisory Group, WE BELIEVE —
You deserve clarity about your future.
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Hi, I'm Devin.

After nearly two decades of assisting people like you, in good markets and bad, my team and I know that planning for your retirement and choosing the right investments can be confusing and intimidating.

The truth is, no one's future is absolutely certain. But, with straightforward guidance that cuts through the bologna, you can have a plan flexible enough to cover most any curveball.

Let's get you that plan.

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When you work with us, you get an advisory team with mastery-level
knowledge of the retirement planning and investment management process.

We promise

Jargon-free guidance.
You shouldn't have to have a PhD in retirement to live a great life.
A well-defined plan.
You deserve a plan that covers all life's "what ifs" and evolves as you age.
Crystal-clear reports.
You'll never wonder what's
happening with your money.

TRADE ANGST FOR ANTICIPATION.

REQUEST A FREE CONSULT

Let's get started.

1

Initiate a conversation.

It's hard to know who to trust, so we value an introductory chat to get to know one another. Click "Request a Free Consult" to get the ball rolling.

Get an action plan.

Once we know we're a match, we'll get to work on the goals we identified during our initial conversation.

In our traditional asset-based plan, your fee covers ongoing investment management, financial consulting, and retirement planning. We also offer paid hourly consultations if you just need occasional guidance.

2
3

Claim a life you love.

Good retirement planning isn't just about your investments. We'll help you look at all aspects of a future you've dreamed of, then walk alongside you as you bring it to life.

IT'S NEVER TOO EARLY TO START THE CONVERSATION.
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Some of my guidance is free of charge.

Unnecessary confusion frustrates me, so I'm on a mission to help everyone make sense of their retirement planning options.

YouTube Channel
With more than 28M views and 348K subscribers, this YouTube channel is devoted to simplifying retirement planning.
Podcast
The Devin Carroll Show is a live show where listeners call in with their questions and talk directly to Devin.
Blog & Facebook Group
The Social Security Intelligence blog and Facebook group deliver up practical guidance to thousands.
THESE OUTLETS OFFER GENERAL GUIDANCE, BUT —
I LOVING DIVING DEEPER WITH A LIMITED NUMBER OF CLIENTS.

Pricing for personalized planning & management services.

Our services are designed for those who:

  • realize their time isn't best spent on becoming a retirement expert
  • recognize meaningful goals are not achieved overnight
  • have expectations of realistic investment returns (not trying to beat the returns of the stock market)
Asset-Based Fees
1%

of managed assets from $500,000 to $2,000,000

Your fee includes ongoing investment management,
financial consulting, and retirement planning.
Fees for managed assets above $2M are negotiable.

Hourly consulting is also available, just ask!

REQUEST A FREE CONSULT
THE BOTTOM LINE IS THIS —

Worrying about your future
shouldn't steal joy from today.

Let's make sense of your retirement and build a plan for "no matter what."
REQUEST A FREE CONSULT
Retirement planning, uncomplicated.
Based in Texas | Serving Clients Nationwide
REQUEST A FREE CONSULT
Copyright 2021. Carroll Advisory Group. All rights reserved.  Investment Advisory services offered through Strategic Financial Concepts, LLC. A registered investment advisor. Form CRS
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