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When you are looking for fresh financial ideas for yourself or your family, we have the products and financial planning assistance to help you create your own path to financial success.

Currently the services we offer for individuals are listed below.

  Annuities   Employee Benefits
  Mutual Funds Profit Sharing
  Life Insurance Retirement Plans
  Direct Banking  

We believe you will benefit from having a dedicated, accountable point of contact who focuses on understanding your objectives and recommending approaches to meet your goals, and we are anxious to meet you!

We assure you that we have the experience and perspective to understand your needs at every stage of your financial life. Working as your retirement planner, we can put together your plan to turn possibilities into realities.

View Our FAQs to find out more!

Check the background of this investment professional on FINRA's BrokerCheck
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  Securities and Advisory Services offered through Centaurus Financial, Inc., Member FINRA and SIPC a Registered Investment Advisor
Carroll Retirement Plans & Investments and Centaurus Financial, Inc. are not affiliated.
Supervisory Branch: 2300 E. Katella Ave., Suite 200, Anaheim, CA 92806 1-800-880-4234. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in AZ, CA, CO, FL, IA, IL, IN, MI, OH, UT, VA.
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