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The Sage Advice Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

Jul 2, 2019

Dee Carter is the President of The Carter Financial Group, where he enjoys bringing stability and peace of mind to his retirement planning clients. With more than 45 years of experience, in insurance and financial services, Carter opened his own independent firm in 2001 to specialize in safe-money management. Dee is also an Investment Advisor Representative with Sound Income Strategies. Born in Abilene Texas, Carter played basketball at Abilene Christian University where he earned his BA and MA. After serving as a youth minister for six years, he discovered his calling in the insurance and financial services industry. He worked for a major insurance company for 25 years before founding The Carter Financial Group.