Kelly J Carter

Kelly J. Carter is the co-founder and CEO of Beacon Retirement Planning Group, bringing over 35 years of experience as a financial life planner focused on helping entrepreneurs align their personal goals with smart wealth and tax strategies while preparing for successful transitions. As a Certified Exit Planning Advisor, Kelly works closely with EOS Implementers to guide their clients through the Step-by-Step Exit process-identifying the value gap, addressing key financial, legal, and...See more

Kelly J. Carter is the co-founder and CEO of Beacon Retirement Planning Group, bringing over 35 years of experience as a financial life planner focused on helping entrepreneurs align their personal goals with smart wealth and tax strategies while preparing for successful transitions. As a Certified Exit Planning Advisor, Kelly works closely with EOS Implementers to guide their clients through the Step-by-Step Exit process-identifying the value gap, addressing key financial, legal, and operational challenges, and positioning the company to be truly exit-ready. He also serves as the Integrator for Step by Step Exit. See less