Small & Midsized Businesses

Carter Capital Management takes your business – and your employees – to the next level of financial success. Our products and services are designed especially for small or midsized businesses. If you are a business owner we can help you and your employees 
with financial solutions for short and 
long-term growth.

By offering enticing benefit and retirement 
plans, you could attract highly talented employees 
as well as maintain positive morale with 
current employees.

Carter Capital has years of experience with corporate cash management, investment planning and strategy, tax reduction, and other financial management options.

We will help you identify your best options for your defined benefit plan or contribution plan. These include Simplified Employee Pension Plans (SEP), 401K plans, employee stock ownership plans, and profit-sharing plans.

We can also advise you on transition planning options to exit your business when the time 
is right.

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DBA Carter Capital Management, Marilyn Carter is a Registered Representative of and offers securities through Regal Securities, Inc., member FINRA/SIPC. Advisory Services offered through Regal Advisory Services, Inc. Carter Capital Management is not affiliated with Regal Securities, Inc. or Regal Advisory Services, Inc.