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Helping people not only get a good return on investments (ROI), but a great return on life (ROL).
  

Return on Life

For more than 30 years now I have been having conversations with people about all different facets of their financial lives. These interactions have helped me form a number of convictions about money and about life. Perhaps one of the most compelling of those convictions is this: Your life is not about making money, your money is about making a life.  I want to spend the rest of my working life helping people not only get a good return on investments (ROI) but a great return on life (ROL).

ROL financial planning helps structure the 4 uses of money to gain the greatest ROL:
  1. Live – lifestyle spending
  2. Give – giving aligned with our values and passions
  3. Owe – avoiding the unwise use of debt
  4. Grow – saving & investing for short and long-term needs
Our desire is to inform, educate, inspire and connect you to the resources that will help. We are developing tools to aid in this process including a brand new website: www.rolplanning.com

ROL is a journey, not a destination, so we will be continuing to deliver tools and content on an ongoing basis. It doesn’t matter whether you are just getting started on your financial journey or much further along, the principles that drive a person’s ROL transcend age, economic climate or status. We are thrilled to be your guide on this journey for years to come and to help you create the life and legacy you always dreamed of.





 

Your life is not about making money, your money is about making a life


OUR LOCATION

4201 Congress Street
Suite 210
Charlotte, NC 28209

EMAIL

bganson@carrollfinancial.com

VISIT US ONLINE

www.rolplanning.com

www.carrollfinancial.com
Copyright © 2016 Carroll Financial Associates, All rights reserved.

 

Carroll Financial Associates

4201 Congress Street, Suite 210

Charlotte, NC 28209

Office: 704.553.8006

Direct: 704.247.2816

Fax: 704.553.9610

 

Registered Representative of and securities offered through Cetera Advisor Networks,LLC, Member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks LLC are not affiliated companies. 

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks are not affiliated. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. Past performance is no guarantee of future results. Indices are unmanaged and cannot be invested in directly. The views are those of Michael Jette and Ben Ganson and should not be construed as investment advice. All information is believed to be from reliable sources: however, we make no representation as to its completeness or accuracy. All economic and performance information is historical and not indicative of future results. Consult your financial advisor for more information.

 

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