Financial Advisor in Texarkana, TX | Carroll Advisory Group

If you’re looking for a financial advisor in Texarkana, Texas, Carroll Advisory Group is here to help. Our CFP® team specializes in retirement planning, investment management, and tax strategies designed to give you clarity and confidence about your retirement. Based right here in Texarkana, we proudly serve clients locally and in 30+ states nationwide.

About Carroll Advisory Group in Texarkana

Our office is located just off Richmond Road in Texarkana, TX. While many people drive by thinking it’s just the entrance to Sonic, a few steps further down the road you’ll find our welcoming office. From this home base, we work with families in Texarkana and nearby communities like New Boston, Atlanta, Hope, and Ashdown.

Even though our roots are in Texarkana, most of our clients work with us virtually. This gives you the flexibility to choose how you meet with us whether that’s face-to-face in our Texarkana office or through a secure video call from the comfort of your home.

Retirement Planning Services We Offer

At Carroll Advisory Group, we specialize in guiding pre-retirees and retirees through the financial decisions that matter most. Common areas of focus include:

• Building a tax-efficient retirement income plan
• Choosing the right Social Security strategy
• Managing investments for long-term growth and stability
• Coordinating Required Minimum Distributions (RMDs)
• Planning for long-term care and legacy goals

If you want to see a sample of a retirement income plan, visit https://www.carrolladvisory.com/sample-plan 

Who We Work With

At Carroll Advisory Group, we specialize in helping individuals and families who are preparing for or already living in retirement. While everyone’s financial journey is unique, most of our clients fall into one of these groups:

• Retirees and Pre-Retirees – People within 5 years of retirement who want clarity about Social Security, Medicare, tax efficiency and creating a reliable income stream that lasts.
• Diligent Savers – Families who have worked hard to build $1 million or more in savings and investments, and want to make sure they’re using it wisely.
• Analytical Thinkers – Retirees and pre-retirees who love to ask “why,” value understanding the details behind financial strategies, and want a clear explanation of how each decision affects their long-term plan.
• Tax-Smart Planners – Those who understand that retirement planning is also about minimizing taxes through strategies like Roth conversions, charitable giving, and efficient withdrawal planning.
• Texarkana Locals & Neighbors – Many of our clients live right here in Texarkana or nearby communities such as New Boston, Atlanta, Hope, and Ashdown. They include retirees who built their careers in local businesses, professionals like doctors, lawyers, and educators who call this region home, and families who want to stay rooted in Texarkana for retirement.
• Clients Across the U.S. – Just over 80% of our clients work with us virtually from 30 different states, choosing Carroll Advisory Group because of our retirement specialization, not our zip code.

If you see yourself in one of these groups, and you value working with a CERTIFIED FINANCIAL PLANNER® who specializes in retirement planning, we may be a good fit.

Why Work With a Local Texarkana Financial Advisor?

Choosing a financial advisor in Texarkana means you have someone nearby who understands the values of our community. For clients who prefer in-person meetings, our office right off of Richmond Road provides a convenient space to connect, ask questions, and review your financial plan together.

But proximity isn’t the only advantage. Our CFP® team brings years of experience working with retirees across the country, which means you’ll benefit from both local accessibility and nationally recognized expertise.

Virtual Financial Planning for Clients Nationwide

Today, many families in Texarkana and beyond prefer the convenience of working with a virtual financial advisor. Through secure video calls, paperless communication, and interactive planning tools, you’ll receive the same personal guidance whether you’re here in town or living out of state.

Flat Fee, Transparent Pricing

Unlike many financial advisors in Texarkana who charge based on a percentage of your assets, we use a flat annual fee model. This means you always know exactly what you’re paying, with no hidden costs or surprises. Our flat fee covers investment management, retirement planning, tax strategy, and ongoing support throughout the year.

Curious how our pricing compares? Try our free Advisory Fee Comparison Calculator to see the difference.

Work With a Financial Advisor in Texarkana, TX

If you’re searching for a financial advisor in Texarkana who specializes in retirement planning, let’s talk. Whether you prefer to meet in our local office or virtually, we’ll help you make informed decisions about your financial future.

Click here to schedule a free Retirement Clarity meeting today with Carroll Advisory Group in Texarkana, TX.