Retirement Planning Services

We can help to transform your savings into a renewable source of steady income that can last throughout retirement.

Our specialty is to help generate income from your investments, so you can have the retirement you deserve.

Because your money doesn’t retire, YOU do!

Why Choose Carter Financial?

Carter Financial Group

Carter Financial Group is a full-service financial firm specializing in retirement planning and dedicated to helping those in the Midland, Texas area meet their long-term financial goals. Our team of financial advisors and wealth managers is 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 comprises a national network of financial advisors specializing in income-generating investment strategies designed to help protect your retirement savings. As Income Specialists, 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 throughout 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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Free Financial Education Videos

Click here to preview a short, animated video about seven common risks connected with retirement planning and how to avoid them. By recognizing and understanding these risks, you’ll be better prepared to build a sound financial strategy designed to protect your assets and provide reliable income for as long as you need it.

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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!

Need to talk to someone now? Call (432) 685-1372

Schedule A Complimentary Consultation

Virtual Meetings Available

Carter Financial Group is a full-service financial firm dedicated to helping those in the 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.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Carter Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Insurance products are offered through our Affiliate Advisors Academy LLC.  Carter Financial Group and Sound Income Strategies, LLC are not associated entities. Carter Financial Group is a franchisee of Retirement Income Source. Retirement Income Source LLC, Sound Income Strategies LLC, and Advisors’ Academy are associated entities. © 2023 Carter Financial
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Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (432) 685-1372

About Mandee

In preparation for continuing the family business and taking over full-time once Dee retires, vice president and Associate Advisor, Mandee Carter, has been working with her father and learning the ropes since 2017.

Mandee received a BS in Psychology in 2016, but began her career in financial services six years before that when she started helping in the office. After acquiring her degree, she came on full-time in March 2017 as Dee’s business partner and main Associate Advisor helping clients navigate the intricacies of successful financial planning.

In 2021, she was named an Elite Producer with American Equity.

In Mandee’s spare time, she likes to go to the gym and spend time with friends and family. She is an animal lover and has two German Shepherds, both rescued from a shelter. She enjoys meeting new people and helping clients.