Carnahan Financial Group

MORSE J. CARNAHAN

Today's investment climate offers unprecedented opportunities. At Carnahan Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools: 

  •  A clear understanding of their financial goals 
  • A well-defined roadmap for achieving those goals 
  • Ongoing support to help adjust their roadmap when their needs change 
                 

We cover the areas of insurance and financial services, from investment* and retirement planning to estate conservation. We specialize in helping our clients develop a customized financial strategy that fits their unique needs and helps them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to help fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your insurance and financial services, or for more information on Carnahan Financial Group, please contact us today.

Morie Carnahan is an agent licensed to sell insruance through New York Life and my be licensed with various other independent, unaffiliated insurance companies in the states of NE, SD, WY, KS, CO, AZ, WI.  No insurance business may be conducted outside these states referenced.

*Morie Carnahan is a Registered Representative of and offers securities products and services through NYLIFE Securites LLC, Member FINRA/SIPC, a registered broker-dealer.  In this regard, this communication is strictly intended for individuals residing in the states of NE, SD, KS, CO, AZ, WI.  No offers may be made or accepted from any resident outside the specific states referenced.

Carnahan Financial Group, is not owned or operated by NYLIFE Securites LLC or its affiliates.

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Personal Folders

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

Averaging for Dollars

Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

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