President, Carter Financial
As President of Carter Financial Group, Dee Carter, CLU, ChFC, RFC, enjoys bringing stability and peace of mind to his retirement-planning clients. With more than 45 years of experience in insurance and financial services, Carter opened his own independent firm in 2001 to specialize in a universe of conservative investments. He works with clients to ensure they make informed, educated decisions that will best suit their current needs and enable them to achieve their long-term financial goals. Dee is also an Investment Advisor Representative with Sound Income Strategies, LLC based out of Fort Lauderdale, Florida.
Born in Abilene, Texas, Carter played basketball at Abilene Christian University where he earned his B.A. and M.A. in Bible and New Testament. After serving as a youth minister for six years, he discovered his calling in the insurance and financial services industry. He worked for a major insurance company for 25 years before founding Carter Financial Group. “I felt that I could do more to help my clients protect their nest eggs by being independent and offering a broader range of solutions,” he says.
Choosing a financial partner is about far more than just finances. Here at Carter Financial, we take pride in the options and services we offer our clients. Our mission is to provide sound recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. We assist in the design and implementation of a plan for your retirement. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way. Retirement represents a fundamental change in your life, yet most retirees don’t match that with a fundamental change in their portfolios. Our primary focus is to assist those planning for, entering into, or already in retirement to make that transition smoothly.
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Carter Financial and Sound Income Strategies, LLC, are not associated entities.