7

Consultant

20

Years of experience

2

Local Office

We Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

We provide retirement education for families and individuals seeking financial guidance 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 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.

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What We Bring to the Table

What We Bring to the Table

Carson J. Graves is the President & CEO of the Retirement Education Center and graduated Cum Laude in finance from Texas Christian University in 2001. Carson has spent almost two decades as a decorated Financial Service Professional and now uses his comprehensive retirement knowledge to help EDUCATE consumers on complex retirement issues they might face during their retirement years. Carson believes in only trusting a PLAN to obtain a balanced retirement, not a PRODUCT! Carson believes in utilizing the expertise of his strategic partners of Estate Attorneys, Accountants, Certified Financial Planners and other needed professionals to provide his clients with a fully written retirement plan to let them know when, where, and how to manage income from their retirement savings. This approach helps give his clients diversity when it come to their planning goals. Carson is a qualifying member of the Million Dollar Round Table, has held several financial credentials and was recognized by the city of Fort Worth with a Life-time achievement award for his efforts in the financial industry. 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.
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What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Social Security Maximization

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 Strategies

Retirement Income Strategies

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

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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Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>Making Sense Of A Home Warranty</p>

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
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<p>Long-Term-Care Protection Strategies</p>

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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<p>Will Power</p>

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Our Experts

Carson Graves

Carson Graves

President and CEO of Retirement Education Center

817-719-2988

866-647-4754

Andrea Graves

Andrea Graves

Director of Operations

817-719-2988

Learn How We Can Help You

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