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Financial Reports

Make Better Informed Decisions About Your Financial Future

At Carter-Stearns Financial Group, we strive to keep you informed about the issues that could impact your quality of life in retirement. Through financial education, we believe you can make better, more well-informed decisions about your financial future.

By reading our financial reports, you’ll gain access to a wealth of information that can help guide you toward the retirement you’ve always envisioned. Whether you want to learn how to reduce your exposure to stock market risk or how fixed-income investments can help you generate reliable income for retirement, our financial reports are a great resource.

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.