Who We Areby moneyre5

Carl-PetersonMoney Resources Inc. first started as a sole proprietorship in 1965 in the Corn Building in Anigua, Guam. From that humble beginning, it grew in many directions and it’s Principal became the only Independent Certified Financial Planner on Guam.

Our company is involved in all aspects of efficiently using money as a tool to achieve financial independence. We help and advise on a variety of services from Tax planning, creative retirement planning, investments, using life insurance for wealth accumulation, education funding, real estate and ultimately transferring what you have to whom you want, when you want and how much you want with a minimum of court costs, attorney/administrative fees and appraisal fees.

Carl is also a Retirement Planning Counselor and he as a Masters in Financial Services (certified CFP CRPC MSFS).

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