Carlin Financial – A Brief Company History

Founded in 1999, Christine J. Carlin opened Carlin Financial after years of working in the financial services industry.  Often conflicted between her loyalties for the clients she served and the agenda of the company she worked for, Chris Carlin started her own firm with a mission to always do what is in the best interest of her clients.

Carlin Financial takes pride in:

  • Making complex financial strategies understandable
  • Offering strategies that are actionable
  • Taking the necessary steps to educate each investor
  • Making financial decisions clients are most comfortable with

It is not uncommon for clients to visit Carlin Financial to discuss their financial portfolios over a cup of coffee.  Through a strong relationship and accessibility to their advisor, our clients have a sense a comfort and can freely discuss their dreams as well as their concerns.

Flexible Fee Schedules

Because Carlin Financial is an independent financial planning firm, we work with clients in whichever arrangement best suits them.  Clients are assured that they will receive the most appropriate services they need whether through:

  • Flat fee financial planning
  • Individual issues on an hourly basis
  • Keeping us on retainer
  • Managing investments on a percentage basis
  • Purchasing financial products on their behalf

NO Proprietary Products

Carlin Financial does not have any loyalties to proprietary investments. This is a major factor that differentiates Carlin Financial from other firms and allows us the flexibility to:

  • Customize a strategy that serves only a client’s best interest
  • Ensure our advisors are never conflicted or divided over meeting a company agenda
  • Offer a full spectrum of investment options to our investors
  • Promise our clients that their needs will always come first

NO Production Quotas or Sales Goals

Your Carlin Financial advisor does not have a minimum production threshold or sales goal they must meet each month. Through maintaining this open sales environment, our advisors are encouraged to:

  • Offer thoughtful and patient consulting
  • Ensure your needs are understood by taking the time to listen
  • Develop comprehensive financial plans
  • Educate investors on making decisions they are most comfortable with

The reward our advisors receive is the satisfaction of knowing they have done everything they can to prudently plan your financial future.

Get started on planning your financial future.  Click here to get in touch with us today!