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.
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 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.
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.
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.
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.
