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Appointments Encouraged 

Walk-ins Welcome

2200 North Loop West

Houston, TX 77018

832.834.7469

832.713.3376

advice@carbon-wealth.com

info@carbon-wealth.com

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© 2020 by CARBON Wealth Advisors, LLC.

FREQUENTLY ASKED QUESTIONS

01 |

CARBON is a fee-only fiduciary, wealth & career development firm specializing in offering financial advisory and guidance to both individual and business clients.

 

We are founded on the basis of providing world-class financial coaching and strategic insights at an affordable rate to all income brackets; whether you are just starting off on your financial journey, or are an experienced professional; CARBON can provide the support you need to accomplish your goals

Who are CARBON Wealth Advisors?

02 |

Whether you know exactly where you are on your path to financial success, or are unsure where to start; CARBON offers distinguished options for both person and business-grade services that help you stay in control of your finances, and continue on a productive path to achieving your goals.

 

It pays major dividends to work with those who you can trust, look no farther than CARBON for all of your personal finance & career development needs.

How can CARBON help me?

03 |

CARBON is strictly a fee-only advisory and strategic planning business, which means we never sell you any additional products of any kind, such as insurance, underwriting plans, portfolio add-ons, or anything else that you don't need to be bothered with. We are not salesmen, we are fiduciary advisors. 
 

We are committed to ensuring that our customers become completely knowledgeable regarding their own finances, and have the knowledge needed to not only ask the right questions, but turn answers into action, and continue to secure their future financial sustainability & prosperity.

What services does CARBON offer?

04 |

CARBON DOES NOT handle any work outside of our services offerings, this includes any and all services related to:

legal work, accounting, fund management, insurance product sales, investment grade sales, and any kind of tax-related work. If a client requests services which we do not offer, we will direct them to a qualified body of specialists ready to assist in whatever that is needed.

 

CARBON stays committed to finding the best outcome for the client, even when the client is in need of services outside of our scope. We will always get you to a dedicated professional to address your needs if we can't do so adequately, or if it is outside of our expertise, that is the 100% CARBON satisfaction guarantee.

What services does CARBON not offer?

05 |

CARBON's team is made up entirely of financial professionals and strategic advisors; you can remain confident when working with us that you will always be taken care of by a qualified professional. Unlike our competitors, we never make any attempt to sell you on anything you don't need; in addition, because we are fiduciary advisors, the best interest of our clients is our top priority, even if it's at our expense.

Finally, because we are not money managers, what you see is what you get, and the only item you pay for is our strategic guidance to your unique financial needs. Proceed with confidence knowing that you will never pay a dime of hidden fees, performance commissions, or additional hidden costs to you. With our pricing transparency, you only pay for what you need and not a dime more.

What makes CARBON and not other financial advisors?