Mike Carpenter Sr. is dedicated to assisting clients with reduction or elimination of Estate Taxes reduction, Income Taxes, Probate, Avoidance, Living Trust Planning, Long Term Care Insurance, and Assisted Living Financial Planning. He specializes in helping seniors with their retirement planning and advises them on how to structure their income to protect themselves from excessive taxation and provide for a stable financial future.
Certified to advise in the following areas Life Insurance Medicare Supplement Insurance Long-Term Care Insurance Accident and Health Insurance.
Approved member of the National Ethics Association NEB an independent organization of insurance and financial professionals who have maintained an exemplary record of business ethics. Annual compliance with the AML Anti Money Laundering.
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Asset Guard, Inc.
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North Carolina Department of the Secretary of State Securities Division PO Box 29622 Raleigh, NC 27626-0622 firstname.lastname@example.org (919) 733-3924 (800) 688-4507 external website
Federal Trade Commission 600 Pennsylvania Avenue, NW Washington, DC 20580 (877) 382-4357 (202) 326-2222 external website
Financial Industry Regulatory Authority (FINRA) 1735 K Street Washington, DC 20006 (301) 590-6500 external website
US Small Business Association: Office of the Inspector General 409 3rd St, SW Washington, DC 20416 (800) 827-5722 external website
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