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We believe that customer service, innovation, and performance are the keys to the success of our company.

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We provide full written retirement plans for our clients.

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Our products are offered through a network of independent financial companies.

You have Questions... We Have Answers!

We provide a "one stop" resource for Seniors and Retirees seeking financial advice by offering personalized information regarding updated retirement changes that may impact our client's retirement goals. We work with some of the most highly rated companies and advisors in the world to help provide a highly sophisticated and collaborative approach to assist us with our client's financial needs. Please give us the opportunity to serve you! We'll do our very best to earn your complete confidence and trust.

Carson Graves (Investment Advisor Representative)

Carson J. Graves is the President & CEO of the Retirement Education Center and graduated Cum Laude in finance from Texas Christian University in 2001. He has over 17 years as a certified financial professional and operates as a licensed Fiduciary. He is a qualifying member of the Million Dollar Round Table, has several financial credentials and received a Life-time achievement award from the city of Fort Worth for his efforts in the financial industry. He is dedicated to providing Retirement Education with an unbiased, balanced approach. He believes in a comprehensive, strategic, and synergistic method by employing the skills and talents of in-house experts, strategic partners in various disciplines, and your other chosen advisors to help give his clients diversity when it come to their planning goals. Carson has also found time to give back through his volunteer work with Big Brothers & Dallas CASA. 

  • Comprehensive - We realize that your goals must be approached as parts of an overall written plan.
  • Coordinated - We realize that changes in one area of your plan often impact other areas. Coordination with other experts is essential.
  • Communicative - We maintain constant communication and shared understanding with all members of our advisory team, and especially, with you to make sure you stay on track throughout your retirement years.


Social Security Maximization

Most of my clients imagine triggering their Social Security benefits at one of three ages:

  • Age 62
  • Age 66, or Full Retirement Age (FRA)
  • Age 70

Unfortunately, in nearly every circumstance, none of these three ages will actually get them their maximum lifetime benefit.

Instead, your maximum lifetime benefit is found by running over 20,000 calculations and exploring advanced strategies.

Your customized Social Security Maximization report will let you know when and how to file for benefits to achieve your maximum lifetime income.



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Retirement  Income Planning

If you are retired or on the verge of retirement, it's important for you to consider how your income could be impacted by taxes and potential loss. Many seniors are unaware that there are proven, legal ways to save thousands in taxes while at the same time, maximizing their retirement savings.

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Longevity

84% of Americans have had at least some experience with nursing homes -- either as a patient or a visitor, and 46% say a family member or close friend has been in a nursing home in the past three years. 


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