about carter

With 13 years of experience assisting clients, Carter prides himself on helping his clients develop personalized retirement strategies that allow them to reach their retirement goals. Raised in the financial industry, his parents worked to help clients plan retirement for over 40 years.

Joseph Carter Gray is a Chartered Life Underwriter®, a graduate of the University of Washington and an educator of Patrick Kelly’s concepts.

Specializing in advanced case design, Carter helps people create Tax-Diversification in order to hedge against higher tax rates in the future as well as converting people’s old 401’s and IRA’s into guaranteed income streams for the rest of their lives.

About Fortitude Financial Group

Fortitude Financial Group delivers an exceptional client experience characterized by financial expertise and unmatched customer service. As a boutique consulting practice, we distinguish ourselves by tailoring solutions to the unique needs of our clients. Specializing in Tax-Diversification through holistic planning, our advisors empower you to build a financial legacy for future generations while guaranteeing an income you cannot outlive.

Integrity - What’s best for the client? That simple question is at the heart of every recommendation that we provide. Our team focuses on understanding your individual planning needs and providing comprehensive solutions. The heart of our success is your peace of mind.
Enlightenment - Like the artisans of yesterday, we seek to become masters of our craft. Knowledge, innovation, and creativity drive our producers to greater levels of understanding. A healthy mix of the new options with a fine appreciation for classic solutions lets Fortitude Financial Group be your ideal financial planning resource.
Rapport - A financial advisor can’t live in an ivory tower, removed from the very real challenges that families and business owners face today…we spend our time in living rooms and boardrooms, listening, learning and understanding. Our commitment to our clients extends beyond just a contract or a policy – it’s a promise to treat you like family