Carroll Advisory Group - Texarkana, Texas

Perry

I contracted with the Carroll Advisory Group in order to get some clarity on our retirement finances, when I should take SS, etc. I wholeheartedly endorse this team for this purpose! First I talked with Devon, then with Alec. I found both to be good listeners who asked excellent questions and offered good advice. And the report Alec did for me gave insightful details about what I can expect from various income sources and expenses over the next 30 +/- years.
I also thoroughly enjoy Devon’s YouTube videos. That’s what led me to contact them in the first place. So, THANK YOU to the entire team at Carroll Advisory Group!

Charles Grayson

The Carroll Advisory Group did an excellent job on my retirement plan, and walking through all the details. The excel spread sheet is easy to follow and covers all aspects of the plan. Thank you Devin and Alec.

Jonathan Fretz

I watched Devin on his YouTube channel and simply knew that his knowledge and expertise was where I wanted to direct my family's needs. I took the steps to engage, allowing them to build our retirement spreadsheet. This was eye opening, and exactly what my wife and I needed. A clear and accurate picture with every imaginable nuance to help us throughout our retirement.

I was extremely impressed with the dedication of his team, which happened immediately. Calls were set up, volleys of emails were abundant, and they all jumped in to work on our plan. After the amazing video created of our future, I knew they would become our very first financial advisors and most likely our last. It takes a lot of faith to trust someone with your financial future, and Devin and his team at Carroll Advisory Group are definitely top notch at their craft. I surely recommend getting on board with this highly experienced group of people.

John Ralls

Outstanding experience with Carroll Advisory, both with Devin and with Alec. They are true experts, highly ethical, discrete, and a pleasure to talk to. Excellent, practical advice. I learned something with every interaction with the firm.

Brian Alexander

The team at Carroll Advisory Group really make you feel at home. They verified my thoughts that I could safely retire early, and put together a plan that will ensure I will be financially secure in doing so. And they are using a hybrid fee structure for me so I don’t pay more than 1%, but will go to flat when my retirement account is able to be moved. Lastly, they are truly good people. I could not recommend them more!

DC Yakcm

We learned about Devin through Boomer Benefits while starting to learn about Medicare options as we approached "that age." We were impressed with his knowledge and comments during the Boomer Benefits interview. Later, we found his channel on YouTube and started watching [most] of his videos. The wealth of knowledge there is immense! When we learned about his Retirement Road Map offering, we knew we HAD to have this analysis before we did something foolish (like jumping into retirement without a plan). The team he has assembled are top-notch, very personable, thorough, willing to explain complex topics and SUPER friendly. The analysis we received helped us make decisions regarding when to file for Social Security and if/when to perform Roth conversions, and how to draw-down investments without triggering larger-than-necessary tax liabilities. We had a bad experience with a financial planner early in our married life (40 years ago) and have been leery of the profession ever since. Devin Carroll and his team have given us renewed confidence, both in our "plan for retirement" but also in the Financial Planning profession. There are still good, honest people out there! Give them a call. You will not be disappointed! We are so glad we did. 🙂

Baku Patel

Impressed with the various U Tube Educational podcast by Mr Carroll on matters of personal financial/retirement/tax, I hired his firm to undertake comprehensive holostic projection of my personal financial matters and insights to ROTH conversion and other retirement planning. He, togather with his experienced professional staff, ensured my best interest was served and revealed me with significant valuable avenues I could apply for my advantage. I got far more than I had expected and was very pleased with the results. Carroll Advisory Group will definitively be my first source to seek in the future.

D M

I want to express my sincere appreciation for my recent interactions with Devin Carroll, Founder, and his trusted associate, Alec Capel, Financial Planner/Advisor of Carroll Advisory Group (CAG).
Working closely with both gentlemen, we developed a systematic approach towards achieving my core objectives, specifically reducing income tax in retirement coupled with converting a portion of my deferred income into a Roth account.
I particularly valued my collaboration with Alec, who invested the time to thoroughly understand my goals and objectives of my financial details through an open exchange of facts and concepts. His in-depth analysis and expertise led to the creation of a comprehensive plan, presented with supporting written reports along with a detailed video explanation. The video was especially essential, as it clearly outlined the plan's financial logic and justifications, which make it easier for me to explain our forward approaches to my spouse.
I'm grateful for the exceptional service and depth of expertise provided by the CAG team, and extend my special thanks to Alec Capel for making complex financial concepts easily understandable.
David