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Retirement Education Center

Company: Retirement Education Center
Contact: Carson Graves
Address: 800 W Arbrook Blvd, Ste 115
City: Arlington
State: TX
Zip: 76015
Phone: 817-719-2988
Fax: --
Email: info@carsongraves.com
Website: https://www.getmyretirementeducation.com/

About My Practice

The Retirement Education Center is an Independent Fiduciary Advisory Firm specializing in working with pre and post retirees age 55+. The Retirement Education Center has access to attorneys, accountants, insurance advisors, CFPs, CFAs and other professionals skilled in utilizing strategies designed to help their clients reach their full retirement potential.

Servicing all of Dallas/Fort Worth

Our areas of expertise include:

  • Retirement Income Planning
  • Portfolio Asset Management
  • Social Security Maximization
  • Account Rollovers from (401k, 403b, 457,TSP, IRAs, CDs, ETC)
  • Asset Protection Planning (Long Term Care/Life Insurance)
  • Estate Planning
  • Medicare Planning

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/ceg/

Offering Advice Since

2001

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Designations:  Fiduciary, CFP®
Insurance Licenses:  Group 1
Security Licenses:  65
Other Licenses, Certifications, Designations: NSSA
Education:  BS in Finance TCU ( Texas Christian University)

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Carson Graves offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Retirement Edu Financial is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Carson Graves, independent agent

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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