Carroll Retirement Plans and Investments

Business

We can help you choose the retirement plan code that best fits your business. Whether you are a large employer or a small business there are ways to give your employees a retirement option as an incentive. Already have an existing retirement plan? Are you sure it is the right plan for you and your business? We can help! We will review your plan, and make recommendations on ways to make your plan more cost effective and efficient.

Services

401(k)
SEP IRA
Simple IRA
Profit Sharing
Buy/Sell Agreements
Business Continuity Plan
Health Insurance

We will help your business determine which retirement plan and/or insurance plans best serve your unique situations and needs. In addition, we personally meet with both the employer and each individual involved in any particular plan on a regular basis

Products

Mutual Funds
Annuities
Long-Term Care
Life Insurance
529 Plans

We continuously search for the best investment & insurance products available for our clients in an ongoing effort to best serve them.

Carroll Retirement Plans & Investments
132 W. Harris St. Cadillac, MI. 49601
231-876-0302 Phone
231-876-0848 Fax
pcarroll@cfiemail.com

Securities offered through Centaurus Financial, Inc. a registered broker/dealer and member of FINRA & SIPC. Supervisory office: 801 Sycolin Rd. SE, Suite 302, Leesburg, VA 20175, 800-699-0299.

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 Michigan & Indiana.