Social Security Maximization in Midland, TX.

Social Security trust fund problem with roll of USA dollar bills with storm clouds behind 100 dollar note

Help Maximize Your Social Security for Retirement

Many people tend to minimize the value of Social Security, but Social Security benefits can be more valuable than many people realize. First of all, Social Security is one of the few sources of income you can’t outlive. In fact, the longer you live, the more you’ll earn.

Another valuable feature of Social Security is its survivor benefits. If you pass away, your spouse and dependent children can receive benefits based on your work record – like an automatic life insurance policy.

When Is the Best Time to Apply for Social Security?

Knowing when and how to apply for your social security benefits, can be a critical decision in the Social Security planning process. For example, did you know that the difference between the best method and the second-best method of collecting Social Security, could mean an extra $100,000 or more in benefits over the course of your lifetime?

That is why it is critical that you have all the information necessary to determine which filing strategy best fits your unique situation. Even if you’ve determined the best time and method for taking your Social Security benefits based on your age, objectives, and lifelong earnings, it won’t matter much unless you properly coordinate your benefits with your overall retirement income plan.

That is why we will work with you to help ensure your other savings and investment vehicles are as reliable as Social Security and capable of providing income you can’t outlive. Our advisors can help you determine:

  • How much can you expect to receive in benefits
  • The best time to apply for your Social Security benefits
  • The best strategies for maximizing your Social Security retirement benefits

Give our office a call to schedule a complimentary, no-obligation, consultation so we can help to ensure you’ve done all you can to maximize your social security benefits and avoid leaving money on the table from this important retirement resource.

Social Security Analysis

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If you are not 100% sure that you’ve done everything you can to maximize your Social Security Benefits

Schedule a no obligation 30-minute analysis with one of our advisors to make sure you are.

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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. 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.

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You can also call us directly at (432) 685-1372