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  • Which Service Would You Like to Discuss?*

  • Our one-time planning service is temporarily closed because of capacity limits.

    If you would like, you may join the waitlist, and we’ll let you know as soon as spots open up again.

  • Our services are for those with $1,000,000+ in retirement savings. Does this describe you?*

  • Note: We are currently not offering our services to households with less than $1,000,000 in retirement savings. We understand this may seem exclusionary, but our planning process is designed for individuals with a certain level of savings to ensure they can maintain flexible, tax-efficient distribution strategies throughout retirement. Our expertise focuses on optimizing withdrawal sequences, minimizing taxes, and managing risk—all of which become most effective at this asset level. If you’re still building toward this stage, we’d be happy to recommend resources that may better fit your needs at this time. If you'd like to request an exception, feel free to reach out at team@carrolladvisory.com. 

  • To make the most of our meeting, we require a broad financial overview to be submitted at least 24 hours in advance. You’ll receive a separate email with a link to the form where you can provide this information. If not received at least 24 hours before your scheduled time, the meeting will be canceled. Are you willing to complete this ahead of our meeting?*

  • NOTE: To make our meeting as helpful as possible, we ask for a broad financial overview beforehand. No specific details are needed—just a general picture. This helps us focus on strategies tailored to you rather than gathering information during our time together. If now isn’t the right time, we completely understand, and we’d love to connect whenever you’re ready.

  • Where did you hear about Carroll Advisory Group?*
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