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Dee K. Carter, CLU, ChFC, RFC As President of Carter Financial Group, Dee Carter 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.
Carter has continued his industry education by earning several key industry designations including Chartered Life Underwriter (CLU). This is widely considered to be the most respected industry designation, signifying training in using life insurance for business and estate-planning purposes. He is also a Chartered Financial Consultant (ChFC), which is recognized as one of the most respected designations stressing investment and retirement planning. Both designations are conferred by the American College in Bryn Mawr, Pennsylvania.
He also has been recognized as a Registered Financial Consultant (RFC) by the International Association of Registered Financial Consultants (IARFC), a designation earned only by those financial professionals with outstanding ethical performance. In 2012, he received the Lifetime Achievement Award from the National Association of Insurance and Financial Advisors-Texas, a 5,000-member association for which he served as state President in 2000-01.
Dee and his wife Susan have been married for over 40 lovely years. They have four children and three grandchildren. “I've been fortunate to have such a strong partner and supporter in Susan,” he says. 'She likes that I come home every day in a good mood because I know that I have helped tailor plans and provide solutions that can potentially allow my clients to build a long-term financial haven. I feel very fortunate to do what I do.'
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