Carruthers Financial

Our Team

You can move forward with confidence knowing our team is beside you every step of the way.
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Running a Business
Running a successful business can be one of life's most rewarding experiences.

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Established Family
Families with older children need a wise cash flow management plan to help contend with rising...
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Protecting your family
No financial strategy is complete without a plan to protect loved one from financial loss.

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Your investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

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Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.

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Your Retirement
Retirement today comes with many possibilities. We can help you make the most of every...
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Young family
A wise financial strategy can help keep a growing family on track during all the "growing-up"...
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Retiree
Careful planning can help ensure the highest income level to make your retirement dreams a...
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Starting Out
Starting out with a firm financial foundation is a great strategy for building a solid...
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Income Tax Planning
Minimizing taxes through carefully planning is one of the most powerful financial strategies...
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"Carruthers is a boutique financial services company. From retirement and estate planning for individuals and families, to group benefit programs for companies, we're your partner for every life stage of your family and business."

- Jennifer Walker, Partner, CFP®, CEBS, CHS, MFA-P

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Carruthers Financial Hot Topics

It's "That" Time of Year

September 12, 2022

We hope you enjoyed your summer. It was great getting out and seeing each other in person, again. Now school routines are back, summer days are slowly drifting into memories and there is pumpkin spice everything. With the new school year starting, we want to remind you of a few things that may... Read more

Financial Self-Care

September 12, 2022

Self-care is a popular buzzword, and it's an important one. It refers to the deliberate choice of thoughts and actions that are good for your mental and physical wellbeing. Financial self-care means practicing this with money matters to reduce your stress and increase your optimism. It's about... Read more

Advice to a Future Widow

September 12, 2022

Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are older than they are. So, if you're a wife, it is more likely you will become a widow than your husband becoming a widower. Knowing this, how can you prepare for it? First of all, when widowhood... Read more

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.