Welcome to Carlton Financial

We hope that this site allows you the opportunity to explore who we are and what our philosophy is all about. There are many companies and individuals in the financial arena and I know it is difficult to find the one that will work best for you. We are not the one size fits all advisor, nor do we have all the answers for everyone. We are not the right advisor for all…..our niche and our expertise is on income planning and protecting your assets from a devastating illness or accident. We take a holistic approach and consider all of the issues that could derail an otherwise solid financial plan to make sure that we have addressed them and provided an option. We offer growth, safety, and peace of mind. We like to call it “sleep insurance.” We hope that this site will help you determine if we are a good fit and you will want to give us a call at (928) 649-1254. Thank you for your consideration.

If you need expert advice and consulting in the financial arena, Carlton Financial is your best end solution and can help you achieve your lifetime financial goals.

We have decades of experience in retirement and financial strategy, strategic retirement planning, and lifetime spending contingencies.

Carlton Financial can help you develop strategies in hedging against the uncertainty of emerging threats to your portfolio and savings.