About Us

Achieve Planning LLC is an independent financial firm based on the fiduciary model of always putting client needs first. Because we are not captive to any brokerage firm or insurance company we are not limited to any company’s in house, proprietary products or processes.

This means we have the freedom to offer our clients a broad range of resources and options that best suit their individual needs.

Cliff Carter MA is an Investment Advisor Representative, Licensed Insurance Agent and Federal Retirement Consultant. He holds a Bachelor’s degree in Communications and a Master’s Degree in Psychology and uses this training and skill set to both connect with and educate clients. Prior to founding Achieve Planning LLC, he received excellent financial services training during his years at American Express, AIG, and Charles Schwab Company where he was responsible for training fellow brokers.

When not working, Cliff is an avid motorcyclist and loves weekend getaways on his BMW.