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.

Retirement Planning

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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Financial Planning

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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Social Security Maximization

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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Estate Planning

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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Tax Planning

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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Rollover IRA

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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Investing for Income Strategy

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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Investment Services

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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Wealth Management

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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Wealth Preservation

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

Carter Financial Group helped me establish ongoing streams of income that are not dependent on stock market performance.

Jason D. Texas

My financial advisor took the time to explain all the options available to help me reach my retirement goals.

Alex M.Texas

Carter Financial Group helped me reduce my exposure to market risk and economic uncertainty.

Jim S.Texas

* Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about Sound Income Strategies, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 173272.

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