Peyton Carroll
Retirement Income & Tax-Efficient Planning Specialist

With over 17 years of experience in the financial services industry, Peyton Carroll helps individuals and families approach retirement with clarity and confidence. A graduate of Colorado State University with a degree in Business Finance, Peyton blends deep financial expertise with a client-first philosophy grounded in transparency, integrity, and results.

Specializing in retirement income planning, tax minimization, life insurance, annuities, and long-term care solutions, Peyton creates customized strategies that protect wealth and generate sustainable, tax-efficient income throughout retirement. His ultimate GOALL is to help clients build a tax-free retirement income plan—maximizing what they keep and supporting lasting financial independence.

Peyton believes that financial planning is about more than just numbers—it’s about peace of mind, purpose, and a clear vision for the future. Known for his ethical approach and hands-on service, he works closely with clients to develop strategies aligned with their goals, values, and lifestyle.

He is a licensed insurance producer with office locations across the following states: AL, AR, AZ, CA, CO, CT, GA, IN, KS, LA, MA, MD, MO, MS, MT, NC, NE, NJ, NM, NV, OH, OK, PA, SC, SD, TX, UT, VA, and VT.

Ready to create a confident, tax-smart—and potentially tax-free—retirement plan?
Contact Peyton today to schedule your personalized consultation.