Care Financial

Your Retirement, Reimagined with Care.

Helping families across Mobile and Fairhope plan wisely for the future—with clarity, confidence, and a personal touch.
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Financial Guidance Rooted in Experience.

Serving Alabama’s Gulf Coast since 1985.

At Care Financial, we believe smart financial decisions come from understanding—not pressure. With three generations of family leadership and over four decades of experience, we’ve helped clients across Mobile and Fairhope navigate their futures with clarity. Whether you’re planning for retirement or protecting what matters most, we offer strategies built around your goals and comfort level. Our approach is personal, local, and always education-first. We take time to explain your options so you can move forward with confidence.

How We Can Help

Comprehensive planning with personal care

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Financial Planning

Align your money with your goals through personalized guidance that brings together retirement, insurance, and income strategies.



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Retirement Planning

From IRAs to 401(k)s, we help you prepare for the years ahead with a plan that fits your life and evolves as you do.

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Annuities

Explore solutions like MYGAs, SPIAs, and fixed index annuities—built to deliver steady income or grow your savings safely, all without market risk.

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Insurance Planning

Protect your family and future with customized life and long-term care insurance strategies that work within your overall plan.

Why Families Choose Care Financial

We’re neighbors, educators, and multi-generational partners in your financial journey.

For over four decades, Care Financial has served Alabama families with a deeply personal approach to financial planning. Our roots are local, our advice is always transparent, and our commitment to your peace of mind is what sets us apart. As a family-run firm, we value relationships over transactions, and we measure success by your confidence—not our commissions.

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Family-owned and operated for three generations

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Offices in Mobile and Fairhope to serve you locally

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Over 40 years of experience in safe retirement strategies

A man and a woman are hugging in a greenhouse.
An elderly woman is helping a young boy with his homework.