Carter Financial GroupCarter Financial Group

Menu

  • Home
  • About Us
  • Events
  • Resource Library
    • Calculators
    • Videos
    • White Papers
  • Tax Center
  • Contact Us
  • All
  • Articles
  • Terms
  • White Papers - Library
  • Introduction to the Universe of Non-Stock Market Income Generating Alternatives

    White Paper – Non-Stock Market Income Generating Alternatives

  • Are Your Allocations Right For Social Security

    White Paper – Are Your Allocations Right for Social Security?

  • Understanding Social Security Benefits

    White Paper – Understanding Social Security Benefits

  • Are Your Allocations Right For RMDs

    White Paper – Are Your Allocations Right for RMDs?

  • Understanding Required Minimum Distributions

    White Paper – Understanding Required Minimum Distributions

  • Market Math Made Simple

    White Paper – Market Math Made Simple

  • The Hard Lessons of the Stock Market History

    White Paper – The Hard Lessons of Stock Market History

  • The Importance of Strong Financial Defense

    White Paper – The Importance of Strong Financial Defense

  • So You’re Retired – Now What?

  • How Social Security Works

  • Retirement Expenses

  • Bridging The Income Gap

  • IRA Conversions

  • CLU Logo

    CLU | Chartered Life Underwriter

  • Retirement Basics

  • Home
  • About Us
  • Events
  • Resource Library
    • Calculators
    • Videos
    • White Papers
  • Tax Center
  • Contact Us
Contact Us
  • 1030 Andrew Hwy. Suite 105
  • Midland, TX 79701
  • Tel (432) 685-1372
  • Send us a message

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.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Sound Income Strategies 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. © 2021 Sound Income Strategies

A franchise of The Retirement Income Store

Copyright © 2022 · All Rights Reserved · Carter Financial Group

Log in