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MEET CARL WAREN

“I’ve been changing lives and leaving legacies for almost forty years. I really enjoy showing people how they can pursue a tax-free retirement using concepts provided in IRS codes 7702 & 101. My commitment is to make as many people as possible aware of these opportunities.” — Carl Waren

the team

CARL WAREN

Retirement Specialist | Educator | Legacy-Focused Planner

How I Got Here

I began in late 1988 with a large eastern mutual company. After about two years I realized one company couldn’t address all client needs—so I became independent. Since then, I’ve represented my clients first, sourcing solutions from multiple carriers to match each person’s unique goals.

Recognition

Best of Texarkana Award (2019) — Financial Planner category

Credentials & Licensing

States: Arkansas, Florida, Georgia, Louisiana, Mississippi, Texas

Lines: Life insurance, health insurance, and annuities

Recognized as Best of Texarkana (2019)
Expertise and Dedication to Your Financial Well-being

Certified in Multiple States and Lines of Business
Serving Clients with Integrity and Commitment
Committed to Helping You Achieve Financial Security

What You Can Expect

  • Education first, then recommendations

  • Transparent illustrations with pros/cons

  • Coordination with your CPA/attorney if you’d like

  • Ongoing support, annual reviews, and life-event updates

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