Your Financial Professional & Insurance Agent sarah carter

Address

panorama tower
14819 ballantyne village way
charlotte, north carolina 28277

Phone

Office: 407-714-9135

Text: 980-704-0313

Email scarter10@ft.newyorklife.com

My approach

Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

Experienced professional

Build your future with confidence

Take the first steps by sharing a few details. I’ll reach out to start our conversation.

First Name*

Last Name*

Email*

Phone Number*

Address*

Apt, bldg, etc.

City*

State*

Zip Code*

Date of Birth*

This helps us understand your immediate needs.

Join our email list to stay in the know about the best ways to prepare for your future.

adobeVisitorId

referrerUrl

scid

tid

webVisitStartDate

webLeadFormPageStartDate

webLeadFormEntryStartDate

*Required

Here's how I can help.

Protection Planning

Life Insurance can help protect your family by replacing lost income and providing a financial safety net if you or your spouse dies. Long-term care insurance can help pay for care and protect your lifestyle in the event of an unexpected health event.

See life insurance and long term care insurance

Retirement Income

Whether you want to travel the world, spend time with the grandkids, or just make sure all your day-to-day expenses are covered, a steady, dependable source of income can provide valuable peace of mind.

See retirement income

Life is a journey. We're here to help you along the way.

Agent-web-retirement-planning-1-300dpi-sized-1400x784.jpg

Planning for retirement.

How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a strategy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.

Learn More

Getting married.

Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.

Learn More

Growing your family.

With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.

Learn more

Not licensed to sell in all jurisdictions.

Search

Learn about your life insurance options

Find the right agent for you

Corporate Responsibility

Log In