Retirement, uncomplicated.

Walk through retirement with an advisory team who can turn confusion into confidence.

Worried about your plan for retirement?

Most of the people we talk to have many of the same questions...

  • How can I make sure I don't run out of money? 
  • Should I consider Roth conversions?
  • How can I decrease the taxes I pay in retirement? 
  • What's the most optimal sequence to withdraw my retirement savings? 
  • How do I coordinate my Social Security filing strategy with my other assets and income?
  • How can I make sure my investment strategy is supporting MY goals? 
AT Carroll Advisory Group, WE BELIEVE —
You deserve clarity about your future.
Start A Conversation

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.

Start A Conversation
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 finance to have complete confidence in your plan for retirement. 
A well-defined plan.
You deserve a plan that covers all life's "what ifs" and evolves with your life.
Crystal-clear reports.
You'll never wonder what's
happening with your money.

TRADE CONFUSION FOR CONFIDENCE.

Start A Conversation

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 flat fee 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.
Start A Conversation

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 400K subscribers, this YouTube channel is devoted to simplifying retirement planning.
Podcast
In the Big Picture Retirement podcast, my co-host and I dig beneath the surface and discuss how you should connect the dots of your legal, tax, and financial plan.
Blog & Facebook Group
The Social Security Intelligence blog and Facebook group deliver up practical guidance to thousands.
THESE OUTLETS OFFER GENERAL GUIDANCE, BUT —
I LOVE 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)
flat fee advisor
Flat Fee
$10,300*

for clients with investable assets >$1,000,000

Your fee includes:

Unlimited access to the Carroll Advisory team by Zoom, email, or phone
Annual update to Big Picture Retirement Roadmap plan
4-6 scheduled contact points per year
Portfolio management including allocation, rebalancing, and tax loss/gain harvesting
Roth conversion processing
Online access to view portfolio and transactions
As needed coordination with your other professionals (CPA, Attorney, etc.)
The behind-the-scenes execution of the Carroll Advisory Group client service calendar

 

*2024 fee. Fees in subsequent years will increase by 3%

Start A Conversation
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."
Start A Conversation
Retirement planning, uncomplicated.
Based in Texas | Serving Clients Nationwide
Start A Conversation
Copyright 2021. Carroll Advisory Group. All rights reserved.  Investment Advisory services offered through Strategic Financial Concepts, LLC. A registered investment advisor. Form CRS
crossmenu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram