About Carrier Retirement Group, LLC.

Choosing a financial partner is about far more than just finances. Here at Carrier Retirement Group, we take pride in the options and services we offer our clients.

Our mission is to provide sound recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. We assist in the design and then implement a plan for your retirement. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.

Retirement represents a fundamental change in your life, yet most retirees don’t match that with a fundamental change in their portfolios. Our primary focus is to assist those planning for, entering into or already in retirement to make that transition smoothly.

Meet Charles D. Carrier


DSC_0956Charles D. Carrier is the founder of Carrier Advisory Group. Charles saw a great need to educate seniors in protecting the assets they have worked a lifetime to save. He has been educating and helping seniors for over 19 years.

The key to making good decisions in financial planning is to have good reliable information. Charles’ goal is to inform seniors and help them use the information in their best interests. He preserves assets for seniors by using a common sense approach. One of his specialties is to preserve assets against a nursing home spend down.

In 1975, Charles Carrier began in the insurance business with Metropolitan Life Insurance Company helping people with life insurance and retirement planning. He worked with Metropolitan Life for eight years. During that time, he completed two Life Underwriting Training Courses and qualified for the Leaders’ Conference eight separate times.

Charles began working with an Elder Law Attorney in 1996 and together they started reaching the public through Estate Planning Seminars. He received his certification in long term care from the Corporation for Long Term Care and The National Academy of Elder Law Attorneys in 1999. These certifications elevated him to the position of a trusted advisor to seniors in the area of Long Term Care Insurance. He has also completed his certification for The Society of Certified Senior Advisors.

The Carrier Group (formerly Jubilee Planning Services) was formed in 2000 as a means by which people can do their Financial Planning. In May 2005, Charles was one of the few advisors in the area who had technical training in San Diego, California to become an advanced IRA Rollover & Distribution Expert. The Course was taught by Ed Slott, America’s IRA expert and bestselling author of “The Retirement Saving Time Bomb…and How to Defuse It.”

Charles, along with his group of agents throughout Ohio, uses his expertise to help assist seniors. He has teamed up with several Elder Law Firms in Ohio. Together they can provide legal and financial solutions to extremely difficult senior issues.

Through our Seminars, we have found that most attendees are very suprised to learn about the devastating financial losses that loom around the corner for those who do not have the proper plan in place. The purpose of our seminar is to educate and motivate you to plan for the future of yourself and family.