Retirement Planning Services
We can help to transform your savings into a renewable source of steady income that can last throughout retirement.
Why Choose Carter Financial?
Carter Financial Group
Carter Financial Group is a full-service financial firm specializing in retirement planning dedicated to helping those in the Midland Texas area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.
We Are a Proud Member of Retirement Income Source
About Retirement Income Source
Retirement Income Source is comprised of a national network of financial advisors who specialize in income-generating investment strategies designed to help protect your retirement savings. As a Retirement Income Source, the financial advisors at Carter Financial Group are uniquely qualified to help you enjoy financial peace of mind through reliable streams of income you can count on well into retirement.
Our Services
For more than two decades, Carter Financial Group has helped clients better preserve their savings and increase their retirement income through comprehensive financial planning services.
At Carter Financial Group, we believe it is essential for those who are retired or nearing retirement to understand all the options available to help them achieve the retirement they've always envisioned.
When you work with an advisor from Carter Financial Group you are working with an Income Specialist who understands the best ways to help preserve your savings, so you can use it as a renewable source of income in retirement.
At Carter Financial Group, we believe that it is essential for those who are retired or nearing retirement to understand the best ways to navigate the complexities of planning and saving for retirement.
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We work closely with our clients to provide them with financial planning advice that gives them the best chance of achieving their long-term financial goals.
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Many people tend to minimize the value of Social Security, but Social Security benefits can be more valuable than many people realize. First of all, Social Security…
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Through our connections with qualified attorneys in the area, we can help to ensure you have an effective estate plan in place to help protect your assets and loved ones.
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Through our connections with CPAs in the area, we can help you avoid paying any more in taxes than you are legally obligated to.
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When it comes to growing your money over the long-term, studies have shown that tax advantage is one of the biggest benefits you could have in growing your money. Tax advantage is a main reason Individual Retirement Accounts (IRAs) and 401(k)s are so popular when it comes to saving for retirement.
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By focusing on income-generating investments, such as bonds and bond-like instruments, we can help you establish reliable streams of income that can allow you to know, with a greater sense of certainty, what your financial future holds.
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We not only specialize in helping our clients achieve safer passage into retirement through income-generating investments, we also provide a wide range of investment services.
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Affluence comes with its own set of needs and challenges. We can help you implement effective wealth management strategies to help grow and preserve your wealth.
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Our wealth preservation strategies can help you keep more of what you’ve worked so hard to earn.
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Sign up for our Free Financial Education Video Series
Preview the short animated video below which illustrates some important facts about retirement. By understanding how certain patterns in the financial markets tend to repeat themselves, you’ll be better prepared to focus on strategies that can help you avoid damaging losses to your retirement savings. If you like what you see, enter your information in the form below to sign up for our financial education video series.
Sign Up for Our Free Financial Educational Videos
What Our Clients Are Saying About Us
* Unpaid and unsolicited client testimonials
Schedule A No-Obligation Consultation
Enter your information to schedule a free, no-obligation consultation. In one quick phone call or meeting, we can help to determine if you’re on the right path to enjoying the retirement of your dreams. If not, we can help you make the necessary adjustments.
We are here to help!