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Laura Warnock Carrera

Carrera Retirement Company
Investment Advisor

Contact Information:

Salt Lake City, UT 84124
United States
T: 801-990-3374
www.CarreraRetirement.com

Years in Business:

 

17

Clients I'm Seeking:

 

Business owners, Executives, People looking to find a plan and solution that works for them.

About My Business:

 

Business Services We evaluate employee benefits including 401(k), pension, or profit sharing plans We provide a full range of  services to employee benefit plan sponsors, trustees, plan officials, and service providers: Fiduciary Liability Audits Compliance Advice on ERISA Issues Asset Management Independent Fiduciary Executive Benefits Employee Education Investment Policy Statement Retirement Plan Design Provide customized pension and profit sharing plans to fit the financial and benefit objectives of the employer. Carrera Retirement Company offers the following solutions for our individual clients:   Personal Financial Planning Retirement Planning Asset Management Risk Management Insurance Solutions Tax Advantage Strategies Estate Planning College Planning Alternative Investments - Real Estate Investment Trusts (REITs) Investment Counseling Process and Insurance Solutions Determine investment goals Develop overall investment strategies Monitor investment performance Adjustments to asset allocation and overall portfolio Access to vetted professional money managers and traditional investment strategies Insurance solutions Disability Income Insurance Life Insurance Long Term Care Insurance Executive Benefits Property/Casualty Insurance Health Insurance Solutions

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