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Frequently Asked Questions

A fiduciary is someone who is legally obligated to always look out for your best interests. Examples of fiduciaries include doctors, lawyers, and some financial advisors.

An Income Specialist is a financial advisor who is uniquely qualified to help clients reduce their exposure to market risk, so they can better preserve their savings and use it as a renewable source of income in retirement.

It’s a manner of investing that is focused on income-generating investments designed to help preserve your savings, so you can use it as a source of ongoing interest and dividend payments you can count on.

When it comes to planning and saving for retirement, there is no set amount that will be right for all. The right amount will vary and depend on things like your age, life expectancy, and the lifestyle you want to enjoy in retirement. What’s most important is that you utilize an investment strategy that’s appropriate for your current stage in life and your level of risk tolerance.

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What Our Customers Say

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Jimmy D Maxwell
Jimmy D MaxwellCustomer Service Manager, Lokamart
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Jimmy D Maxwell
Jimmy D MaxwellCustomer Service Manager, Lokamart
Consectetuer fringilla aenean sagittis potenti ullamcorper nam porta feugiat. Ante urna congue feugiat efficitur vel duis.
Jimmy D Maxwell
Jimmy D MaxwellCustomer Service Manager, Lokamart
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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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1509 W Wall Street, Suite #114
Midland, Texas, 79701

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About Mandee

Mandee Carter Stearns, President of Carter Financial Group, has been working alongside her father, Dee Carter, running the day-to-day business and learning the ropes of their family business since 2017.

Mandee received her BS in Psychology in 2016 and started her career in the financial industry in 2010 when she started helping in the office. After acquiring her degree, she started working full-time in March 2017 as Dee’s business partner and main Associate Advisor helping clients navigate the intricacies of investing for retirement and overall successful financial planning.

In 2021 and 2023, she was named an Elite Producer with American Equity, amongst other accolades.

In Mandee’s spare time, she likes to go to the gym and spend time with her husband, friends, and family. She is an animal lover and rescuer. In fact, Mandee has 3 rescue dogs, a German shepherd and 2 mixed breeds that she adores! She still enjoys almost all things Psychology related and is constantly researching something. Mandee enjoys meeting new client prospects, speaking with her current clients, but most of all she loves helping people.