Carlton Wealth

Carlton Wealth A refreshing and simple approach to retirement, investing, life insurance, and income planning. We believe planning is a process, not a one time event.

Our view is the constant pursuit of wealth accumulation is neither good nor evil however, its abundance, scarcity and way it is utilized has a profound impact on our lives. Our purpose is to assist you in building and utilizing your wealth to meet your financial goals in positive and responsible ways. We believe your wealth can become a powerful positive force when properly managed thereby benefit

ing you, your family and our society as a whole. Our firm acts in a fiduciary capacity binding our recommendations and actions to the highest standard in the financial services industry. At CFG, we utilize outsourced professional advisors, all with different areas of expertise. This allows us to remain diligent in our pursuit to bring you the very best advice possible. We firmly recognize that our clients are the channel through which we derive our own livelihood. For this reason, our clients always receive our highest level of attention, care, and gratitude. We always strive to constantly exceed all expectations of our clients and their families.

What Is Indexed Universal Life? A complete guide to understanding indexed universal life including the purpose, benefits...
06/22/2022

What Is Indexed Universal Life? A complete guide to understanding indexed universal life including the purpose, benefits, risks, cost, and more.

A complete guide to understanding indexed universal life including the purpose, benefits, risks, cost, and more.

Why Standard Deviation is a Bad Measurement - Most investment firms today use standard deviation as the primary method f...
10/29/2021

Why Standard Deviation is a Bad Measurement - Most investment firms today use standard deviation as the primary method for helping to measure risk; here is why it’s wrong.

Most investment firms today use standard deviation as the primary method for helping to measure risk; here is why it’s wrong.

We are pleased to announce that Lisa Biles Thomas has joined the team at Carlton Wealth.Not only has Lisa helped us doub...
10/21/2021

We are pleased to announce that Lisa Biles Thomas has joined the team at Carlton Wealth.

Not only has Lisa helped us double the number of women in the office, but her specialty is also working with other women (primarily business owners).

Lisa recently married Donald “Dart” Thomas, and we are excited to expand the family business with the addition of another great family.

Please help us welcome Lisa to the Carlton Wealth team!

We would like to officially welcome Donald “Dart” Thomas to the team at Carlton Wealth. Bruce and Kyle Carlton first met...
10/19/2021

We would like to officially welcome Donald “Dart” Thomas to the team at Carlton Wealth.

Bruce and Kyle Carlton first met Donald through a mishap involving the postal service over ten years ago and have enjoyed a great relationship ever since.

As a local Tennessee native, he grew up working on the family farm and still enjoys being there when he can. Donald has built solid relationships through his volunteer work with numerous non-profits along with the Better Business Bureau’s Integrity Foundation.

Please help us in welcoming Donald to the team!

Also, if you know Donald, let us know how long you’ve known him and how you met.

Inflation & Lower Third-Quarter Growth - September was a difficult month for the major market indices as investors remai...
10/15/2021

Inflation & Lower Third-Quarter Growth - September was a difficult month for the major market indices as investors remained concerned about the possibility of inflation.

September was a difficult month for the major market indices as investors remained concerned about the possibility of inflation.

Last week we visited Yellowstone, a trip of a lifetime. Trips like this don’t happen overnight; they take planning, just...
10/13/2021

Last week we visited Yellowstone, a trip of a lifetime. Trips like this don’t happen overnight; they take planning, just like your financial future requires.

The 1 In 60 Rule
10/13/2021

The 1 In 60 Rule

For every 1 degree a plane veers off its course, it misses its target destination by 1 mile for every 60 miles you fly. Retirement planning is no different

Inflation Update - We must remain vigilant of the fact the largest risk facing the economy remains a policy misstep by t...
10/04/2021

Inflation Update - We must remain vigilant of the fact the largest risk facing the economy remains a policy misstep by the Federal Reserve in their anticipation of inflation.

We must remain vigilant of the fact the largest risk facing the economy remains a policy misstep by the Federal Reserve in their anticipation of inflation.

Evergrande Update
09/27/2021

Evergrande Update

I'm sure you have seen Evergrande's name in the news this past week. Here is some information

August 2021
09/09/2021

August 2021

The beginning of September found the nation with several events that will influence the markets

Happy Labor Day from Carlton Wealth
09/06/2021

Happy Labor Day from Carlton Wealth

July 2021
08/09/2021

July 2021

July was a positive month for big cap and technology funds but troubling for small cap funds and the Treasury-10 year bonds.

Address

2000 Mallory Lane, Suite 130/397
Franklin, TN
37067

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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