Broker Check
Carl Benedict

Carl Benedict has been in Financial Services for over 30 years. Carl’s experience in wealth accumulation, tax planning and retirement income management is largely due to his own operations and participation in corporate entities prior to starting his own firm. His unique ability to plan for all possible outcomes in financial planning is evident in his caring attitude and continuing study in the financial and retirement planning landscape.

His designation of Certified Financial Planner, CFP®, has been paramount in serving his clients in areas including, but not limited to

  • Investment Planning
  • Income Tax Planning
  • Insurance and Risk Management
  • Employee Benefits Planning
  • Estate Planning
  • Retirement Income Planning
  • Asset Protection

Carl Benedict is also associated with United Planners Financial Services as a registered representative and registered principle as Broker/Dealer for our clients.

Carl resides in Baton Rouge, La., with his wife Linda and enjoys all LSU sports. An LSU graduate, (1978 MBA). He is active in his Church and is also a volunteer with his local charitable and political organizations.

Carl is registered to offer securities in the following states: AK, AL, AR, AZ, CA, CO, FL, IN, LA, MS, NC, TN, TX, VA