Broker Check

Janet Carpenter CPA, CFP

(252) 355-9599


I believe my approach adds a broader perspective to all I do and provides increased benefits to my clients.

 I can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues 
  • Risk management

I also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

My experience has helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.


After years of working with clients as a CPA, I realized they needed more. I obtained my CFP license to broaden my knowledge. I wanted to be able to provide a resource for general and complex financial planning issues beyond the tax world.

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