Temi Carda
Financial Advisor
Temi Carda
Financial Advisor
Personalized financial strategies to create the life you desire
Temi serves as a financial ally to her clients throughout their lives, using customized strategies designed to create a life and legacy that’s meaningful to them,
About Temi
With a life-long relationship as the goal, Temi’s focus with clients is to identify their needs, clarify their values, and develop a strategy that can grow with them over a lifetime.
She works with individuals and families at any stage in their financial journey, whether they need help sorting their personal priorities or they’ve already named their financial goals. To do this, Temi takes a proactive approach to help clients address opportunities and challenges that come up, while providing clients with a high level of service and financial literacy education along the way.
Temi earned a bachelor’s degree in finance and marketing from Creighton University while playing for the Bluejays basketball team. In her spare time, she enjoys fishing, wake surfing, snowmobiling, or taking a walk with her great dane named Otis.
She is FINRA Series 7 and 66 registered along with Life, Accident, and Health Insurance licensed.
Services
Comprehensive fee-based financial planning
A financial plan bridges the gap between your current financial snapshot and a long-term roadmap. Temi uses the full resources of the entire Financial Planners Inc. team to create a complete financial plan that addresses your specific needs and desires. This allows you to live the life you want and helps give you a sense of security about your finances.
Retirement strategies
Temi understands that retirement is a key question that many clients have, and she strives to be a resource to answer their questions and work through strategies that will help set them up for retirement. Through measures like tax-efficient distribution and mindful portfolio allocation, Temi aims to set clients up for an easy, fruitful retirement.
Debt management
Debt doesn’t have to inhibit your financial growth. Using proven debt management strategies, Temi helps guide her clients through the process of reducing their debt while freeing up additional resources for other uses.
Wealth management
Accumulating wealth is crucial to your financial picture, and Temi is here to help. She uses strategic investment strategies to help you gain the freedom to do what you want with your money and achieve your goals.
Risk management
While risk is inevitable, Temi can help you minimize it—and make it work for you and your financial goals.
Team
Temi works on a team of advisors and specialists at Financial Planners Inc. along with a dedicated team of experts at North Star Resource Group. As a team, they collaborate and use different perspectives to provide clarity for their clients.
Working together, Financial Planners Inc. is able to offer a high level of service to the clients that they work with.
Lauren Tompkins, CFP®, RICP®
Financial Planning Specialist
North Star resource team
Carrie Hancock
Vice President, Financial Planning Resource Center
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Connect with Temi
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.