carl-scarbrough_22a76b85f92c4349b4b6eb46f1b8ed60

Carl Scarbrough

Financial Advisor

MBA, CFP®, ChFC®, CLU®

Biography

BUSINESS PHILOSOPHY

My goal is to provide individuals, families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help develop strategies to meet my client’s established goals. My personal goal is to become a lifetime resource for every client.

PRODUCTS AND SERVICES

  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Stocks & Bonds
  • Managed Accounts
  • Wealth Management Services

QUALIFICATIONS

  • MBA, Wichita State University
  • BS, Oklahoma State University
  • CFP®, Certified Financial Planner™
  • ChFC®, Chartered Financial Consultant
  • CLU®, Chartered Life Underwriter
  • Series 7 and 66 Securities Licenses
  • Life and Health Insurance Licenses

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners

Languages

  • English

CRN201912-228045

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