Today, we define a financial plan as a written communication that demonstrates a holistic understanding of a client’s finances, desired objectives, and assumptions to convey an analysis of future outcomes on one or more financial topics and will provide recommendations to ensure a successful outcome. As client preferences and expectations evolve, they will seek relationships with professionals who can help them reach their financial goals and achieve satisfaction in other aspects of their lives as well. This is our commitment to you.
Bob CarterCFP, Sr. Vice President, President, POAB PLUS
Bob is a native of Valdosta, GA. He lived there until moving to McDonough, GA, in 1993, where the Georgia Sheriffs Association and Georgia Sheriff’s Youth Homes relocated their offices. Bob graduated from Valdosta State University with a degree in Accounting. Bob received the Certified Financial Planner, CFP®. designation in 1986. His work in financial services started with the Georgia Sheriff’s Youth Homes, where he helped major donors with their Estate Planning. In the early 1990s, he became the Chief Financial Officer (CFO) for the Georgia Sheriffs Retirement Fund. In 1996, he was named the Executive Director of the Peace Officers Annuity and Benefit Fund (POAB) located in Griffin, GA. Bob retired from POAB on March 31, 2021 and created POAB PLUS, a firm specializing in Financial Wellness. The mission of POAB PLUS is to help law enforcement officers and their families build a better life through training and education. In addition to being a Certified Financial Planner, CFP®, he is a Registered Investment Adviser through his affiliation with Cambridge Investment Research, Inc. and holds FINRA Series 6, 7, 24, and 63 securities licenses as well as Life Insurance and Annuity designations.