About Carroll Advisory Group
Carroll Advisory Group is a financial planning firm that has been helping people with their retirement planning and investment decisions for nearly two decades. The team at Carroll Advisory Group understands that planning for retirement can be confusing and intimidating, but they aim to provide straightforward guidance to help their clients gain confidence and clarity. Recent clients have praised the team's detailed and customized retirement plans, as well as their responsive and personalized service. Clients appreciate the living document they receive, which outlines their unique financial situation and retirement strategy. The team is dedicated to helping clients navigate the complexities of retirement planning and investments by working closely with them to ensure they have a clear, practical plan for the future.
Our path to discovering Devin was much the same as Sim describes below in a review. We've been with CAG for almost 2 years now and we are very happy we made the move to CAG. We have been able to satisfy all of our retirement planning needs remotely as CAG makes use of video conferencing (which has worked well in our experience). CAG is not a large company but in our experience, we have enjoyed a level of customer service that far exceeds what we had previously with a much larger investment firm. The BPRM (Big Picture Road Map) developed by CAG offers a long term view of retirement plans in a format we have found easy to digest. You should know the BPRM is not a static...read full review
When I was looking for a flat-fee financial advisor, I discovered Devin's YouTube channel and website. After watching several of his videos, I decided to reach out to him. During our first meeting, I asked many questions, and Devin patiently answered each one. When I emailed him with additional questions, he took the time to respond and offered to meet with me again to walk me through his retirement planning process. Both meetings were very helpful, and I learned a lot from him during these sessions. I am looking forward to working with Devin, as he is very knowledgeable, kind, and extremely helpful.
My wife and I recently had a One-Time Financial Planning analysis and retirement roadmap assessment completed with Jeremy from Carroll Advisory Group. It was a very positive experience working with Jeremy, as we met with him in Zoom meetings to discuss our objectives, expectations and to address a multitude of financial questions that we had, ranging from Social Security, Medicare, IRA's, Roth conversions, taxes, Health Spending Accounts, spending bucket strategy investing options, etc. Jeremy provided a great analysis that was able to capture our current investments and future expected income, along with anticipated expenses, then extrapolate our level of taxes and...read full review