Business Planning Family Planning

Long Term 10 Years Three Generations

Legacy Assets

Mid Term 5 Years Two Generations

Short Term 2 Years One Generation Core Assets

Perspective on your family finances.

Required income for your retirement.

Year/Age Annual Deposits Total Deposits Tax-Free

Legacy Amount

71 $84,242 $84,242 $4,500,000

84!(Life Expectancy) $84,242 $1,095,146 $4,500,000

90 $84,242 $1,600,598 $4,500,000

100 $84,242 $2,443,018 $4,500,000

The above example is a male age 71

about Kyle B. Carlton

I am the president of Carlton Financial Group, LLC, author of Insuring YOUR Retirement along with several eBooks.

I believe that life insurance and annuities should be purchased, not sold; and financial planning involves separating retirement and investment accounts while securing guaranteed core income.

I believe that my job is to have a real conversation about your needs and not impress you with financial terminology.

I am married to my 8th grade sweetheart and we have two beautiful daughters. We reside just outside of Nashville, TN with our Rhodesian Ridgeback, Bauer.

Pursuant to Internal Revenue Service Circular 230 governing written tax advice, unless otherwise expressly indicated, any tax advice contained in this communication, including attachments, may not be used or relied upon for the purposes of (i) avoiding any penalties that may be imposed by any governmental taxing authority or agency, or (ii) promoting, marketing or recommending any tax-related matters addressed herein to another party. !You should always seek the advice of a financial, tax and/or legal profession before implementing any strategy.

Fun, legal stuff…