About Us

Financial Planning Rooted in Trust—Since 1985

More Than a Financial Firm—A Family Legacy

Since 1985, Care Financial has remained a privately owned and operated firm, dedicated to providing personalized financial strategies tailored to your unique goals. As a family-run business with deep roots in Mobile and Fairhope, Alabama, we understand the value of local relationships, long-term planning, and education-first guidance. Our independence allows us to work with hundreds of trusted providers—bringing you unbiased advice and access to some of the best options available. We believe financial planning should feel like a conversation, not a transaction. That’s why we take time to get to know your story, understand your needs, and offer solutions that support every stage of your journey.

Education over sales. Strategy over pressure. Always.

Care Financial

The Financial House

Keeping Your Financial House in Order

Every client has different goals—but all strong financial plans start with a solid foundation. That’s why we use the “Financial House” to guide our approach. It’s a clear, visual way to understand how your financial strategy supports every part of your life.

A diagram of a house with taxes , inflation , emergency , opportunity , retirement , and investment.

Emergency Room

Set aside 3–6 months of income to prepare for the unexpected. Your safety net starts here.

Opportunity Room

Consider higher-risk, high-reward opportunities when appropriate. This is where your strategy can stretch.

Retirement Room

Create income for your future with plans that offer growth potential and protect your principal.

Investment Room

Maximize your long-term wealth with options that balance performance and protection.

The Roof: Protection Against Taxes and Inflation

No financial house is complete without a roof. We help shield your strategy from two major threats—taxation and inflation—so your money works smarter, longer.

Who We Serve

Helping the Gulf Coast Plan with Confidence

Everyone’s financial journey is unique. That’s why we offer personalized guidance for people at every stage of life and work. Click below to learn more about who we serve:

  • Pre-Retirees & Retirees

    Looking to turn your savings into stable income?

    We help you plan confidently for retirement with income strategies that reduce risk and protect your principal, so you can enjoy your next chapter.

  • Young Professionals & Families

    Just getting started or planning for what’s ahead?

    From first-time financial planning to setting up protection for your family, we help you make smart decisions today that build toward tomorrow.

  • Business Owners

    Navigating group benefits or employee education?

    We offer benefit consulting, enrollment support, and team presentations that simplify your options and empower your employees—without the sales pitch.

Meet the family behind Care Financial.

Three Generations. One Mission.

Care Financial is proud to be a multi-generational family firm. With decades of combined experience and a shared passion for helping others, our team brings warmth, wisdom, and long-standing relationships to every client we serve.

A man in a suit and striped shirt is smiling for the camera.
A man in a suit and blue shirt is standing in front of a plant.
A young man in a suit and white shirt is standing in front of a plant.
A woman in a suit and blue shirt is smiling for the camera.
A man in a suit and blue shirt is standing in front of a plant.
A man in a suit and tie is standing in front of a plant.
A pier in the middle of a body of water at sunset.