Retirement Planning in Midland, TX.

Compass with needle pointing the word retirement, concept image to illustrate retirement planning

Retirement Financial 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. When you work with 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 for retirement.

As retirement advisors, we work closely with our clients to provide them with retirement planning advice that gives them the best chance of achieving their long-term financial goals. Our retirement planning services include strategies that can help you:

  • Generate steady income in retirement
  • Minimize your exposure to market risk
  • Maximize your tax savings

What Are The Best Retirement Investment Plans?

Although the growth-based financial strategies you used during your working years might have been effective in helping you grow your retirement savings, those same strategies could jeopardize your financial security in retirement.

That’s why some of the best retirement investment plans recommend that you should try to reduce your exposure to financial strategies that rely on stock market growth once you near retirement. Instead, it makes sense to work with a retirement consultant who can help you focus on income-based strategies designed to help you preserve your savings, so you can use it as a source of ongoing income. This is known as Investing for Income.

This does not mean that you cannot remain invested in the stock market once you near retirement. Certified retirement financial advisors and retirement specialists can help those with the ability to endure some level of market risk invest in high-dividend-paying stocks as a way to enjoy steady income in retirement.

Give our office a call today so we can help you determine if an income-based financial plan is right for you.

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