| 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
