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Stephen Carter Ameriprise Financial Advisor

Stephen Carter

CFP®, MBA, CEP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

We shape financial solutions for a lifetime.®

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(512) 986-5569

stephen.a.carter@ampf.com

 
 
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Office Location

921 W New Hope Dr
Ste 203 & 204
Cedar Park, TX 78613-6784
Map Phone: (512) 986-5569 Fax: (512) 986-5798

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.

Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are additional tax benefits for Roth conversions during 2011. I can help you decide whether a Roth conversion is right for you.

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    License Information

    I am licensed and registered to conduct business in TX.
    Based on licenses and registrations I hold, I may also conduct business in OR, HI, WA, LA, MI, CA, NE, MD, AK, NJ, AZ, CO, NC, OK, VA, PA, NY.
    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

    © 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.