Fiduciary Advisor in Midland, TX.

Fiduciary

Fiduciary Financial Advisor in Midland, TX

Besides the investment approach you take, the financial advisor you select to help you plan and save for retirement is one of the most important decisions you need to make.

When trying to find a financial advisor, it’s important to find an advisor whose strategies are aligned with your needs. Another good idea when you are looking for a financial advisor is to find one who is a fiduciary financial advisor. In other words, an advisor or financial planner who is legally obligated to always look out for your best interests.

Next, you’ll need to determine what that advisor specializes in. Advisors will typically specialize in growth-oriented investments, or in income-generating investments. Rarely will an advisor be well-versed in both.

Wealth Planning in Retirement

Growth-oriented investments can be suitable during your working years, when your goal is to accumulate and grow your savings as much as possible. Since retirement is still decades away, you have the time to ride out a potential market downturn.

But as you near retirement and get ready to transition into the distribution stage of your life, you lose the luxury of time. If you haven’t made the switch to investing for income ahead of retirement and experience a major market correction, you could be forced to liquidate a greater number of shares of your investments to generate the income you’ll need. Do this too many times and you could run the risk of cannibalizing your savings.

That’s why, as you near retirement, it makes sense to work with a financial advisor who understands the best ways to help preserve your principal, so you can use your savings as a renewable source of steady income you can count on.

Speak to a Financial Advisor

With a free, no-obligation consultation, our financial advisors can help to determine if you’re on the right path to enjoying the retirement of your dreams. If you’re not, we can help you make the necessary adjustments.

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. 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 and Sound Income Strategies LLC are associated entities. © 2023 Sound Income Strategies A franchise of Retirement Income Source
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Learn More About Mandee

In preparation for her continuing the family business and taking over full time once Dee retires, Mandee Carter, the Vice President and Associate Advisor of the Carter Financial Group, has been working alongside her father running the day-to-day business and learning the ropes, so to speak, 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 came on 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, she was named an Elite Producer with American Equity amongst other accolades.

In Mandee’s spare time, she likes to go to the gym, spend time with her boyfriend, friends and family. She is an animal lover and rescuer. She has 2 German Shepherds that she rescued from the shelter 6 years ago. She still enjoys almost all things Psychology related and is constantly researching something. She enjoys meeting new client prospects and likes speaking with her current clients. She loves helping people.

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