Jul 31, 2018
Dee Carter is an Investment Advisor Representative with
Sound Income Strategies, LLC based out of Fort Lauderdale,
Florida.
Dee Carter wrote his new book with two groups in mind that need
guidance in financial and retirement planning—prospective retirees
and financial advisors. The book provides valuable insights and
direction for both. Explaining that there is much more to financial
and retirement planning than numbers on a sheet of paper, the book
questions why advisors are still being trained the same way Dee
Carter was back in 1976. The world has changed so much since then,
and the industry needs to adapt.
“We were taught that a retiree could only draw a small percentage
from their principal each year in order to keep that principal from
disappearing over time. Now, we know how clients can guard their
principal and still receive a very nice retirement by investing for
income rather than growth,” says Dee Carter.
In, It’s Now or Never: How to Enjoy Your Life and Not Let Your
Investments Own You!, Dee Carter explains that during his 47 years
in financial services, he has seen way too many people that are
woefully unprepared for retirement. One of the major reasons for
this is that investors are hesitant to sit down with a financial
advisor and ask for help. The book shares Dee Carter’s life story
and experiences to help readers avoid making the same mistakes Dee
has seen over the years. The book shares directives at the end of
each chapter to help readers find an advisor that is right for
them.
With nearly 50 years of experience in the insurance and financial
services industry, Dee K. Carter enjoys bringing stability and
reliable income to his retirement-planning clients. Mr. Carter has
earned several highly sought-after industry designations including
the Chartered Life Underwriter, Chartered Financial Consultant, and
Registered Financial Consultant designation earned only by
financial professionals with outstanding ethical performance.