What We Are About.....
Carlton Financial Group (CFG) is a family company, and we have been servicing our clients for 28 years. Focusing on personal, business, estate and advanced planning strategies has enabled us to become an industry innovator. We understand that each client has different needs and today more than ever, clients are looking for solutions, not products.
In 2009, CFG aligned with another family organization to help bring more value to our clients. Since 1979, Estate Security Trust, Inc. has been a leader in the area of estate planning and living trust, with over 150 years of combined experience. Membership in the American Association of Trust Professionals, plus years of experience and competent service to our clients, enables us to do complete comprehensive planning to fill all of your needs. Working with such organizations as The Retired Officers Associations, Society of Alabama Retirees, United Seniors of America, various Banks, Credit Unions throughout the southeast, as well as Educators' group in Texas. Estate Security Trust, Inc. has conducted educational workshops on the concepts of estate planning. They are foremost in handling direct document preparation and planning services; offering continuing assistance in funding and settlement of trust; as well as, offering support at the time of need.
We are located in Franklin, TN just 15 minutes from downtown Nashville. While we do use the Internet to help educate and connect with our clients, we have not lost the personal touch that most people will always need.
Please contact us today to set up you free, no obligation meeting.
