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12515 W. Bell Road
#108
Surprise, AZ 85378

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David A. Carter

623-385-8511

 
When Do You Need a Will? The Cost of Procrastination The Power of Compound Interest

What Are You Doing Today for Yourself Tomorrow?

I am David A. Carter, a wealth manager with First Financial Equity Corporation, and since 1999, I have been empowering individuals, families, institutions and business owners increase the comfort level they have with their financial position. I have worked with individuals and institutions from all backgrounds and understand the unique challenges that each investor faces. I hope to assist you in reaching your financial goals, today and in the future.

Simply put, I care about my clients. I specialize in fixed income and equity investment management. I work with clients throughout the country. Contact me today to see how my personalized, experienced approach can help find a solution to your specific needs.

Helpful Content

Tips for Finding Care for Your Disabled Child

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

When Markets React

When markets shift, experienced investors stick to their strategy.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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