Contact Us

Financial Planning in Midland, TX

Financial Planning Services

Making good decisions now can benefit you for the rest of your life, so we approach your financial planning strategies with care. With so many options available, we offer important insights into navigating fluctuating markets. We adhere to smart financial planning strategies that are designed to guide the growth and health of your investments throughout your lifetime.

We specialize in helping you achieve your financial goals through income-generating investment strategies, while also providing a wide range of financial planning services, including:

401(k) & IRA Rollovers and Conversions
We can help you determine if rolling over a qualified retirement plan into an IRA makes sense for you.

Life Insurance and Long-Term Care
We can help ensure you have the right insurance policies in place to help protect you from the unexpected.

Tax Planning
We’ll explain how withdrawals, distributions, and tax-deferred accounts can impact your taxes in retirement—so you don’t pay any more in taxes than you’re legally obligated to.

Estate & Legacy Planning
Through our connections with qualified attorneys in the area, we can help ensure that you have a well-thought-out estate plan in place. By doing so, we can help you preserve more of your estate and help avoid leaving a financial headache behind for loved ones.

Give our office a call today to find out how an income-based financial plan can help you enjoy the retirement you’ve always envisioned.

Schedule a Free 15-Minute Call

"Will I still be able to retire? Can I stay retired?"
We are here to help.
Schedule a Free Call

Financial Services

Schedule A Complimentary Consultation

Virtual Meetings Available
Request a Consultation Get Started

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
Contact Us

1509 W Wall Street, Suite #114
Midland, Texas, 79701

Facebook-f

Privacy Policy
https://www.sec.gov
Broker Check: https://adviserinfo.sec.gov

Newsletter
Signup for our newsletter to get updates information, news & insight.
Name(Required)

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.