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Introducing Carson J. Graves

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 faced 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 reach their retirement  goals. Carson is a certified Fiduciary advisor 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. 


 Founded in 2001, Carson Enterprise (Retirement Education Center)is a full-service, retirement planning company providing retirement and legacy concepts to families nearing or already enjoying retirement. Our mission is to provide you with innovative financial strategies that may create financial clarity and improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success.

     After a thorough and careful financial discovery with you, we analyze your personal financial situation - income, expenses, liquidity needs, and retirement goals - and create a retirement plan that is unique to your situation.


Why choose the Retirement Education Center?


We​ Investigate

During this stage of the process, we take inventory of your portfolio with a comprehensive 360 degree approach. We ask questions to help get answers to the following regarding your investments:

  • How many brokerage accounts do you have at each custodian & How many positions do you own in each account?
  • How much income do you receive or need from your investments?
  • How is your portfolio's risk balanced with potential rewards?
  • How do fees and expenses associated with your brokerage accounts affect your portfolio's long-term returns?

This process creates a detailed account of your investments to help us organizing your portfolio and makes it easy to comprehend. 

We Educate

This stage is designed  to educate you on the issues or concerns that were found regarding your portfolio savings discussed in our first meeting. We go over a detailed Retirement Compass Report that outlines your total holdings and give you proper recommendations that are needed to improve or enhance your overall retirement goals. 

We Operate

At this final stage of our detailed process, we are able to help facilitate any changes deemed necessary. This could include any rollovers, transfers or distribution options from your portfolio to help meet the needs for your retirement goals.


Insurance products and services are offered through Carson Graves, independent agent. Retirement Education Center, Carson Graves are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Carson Graves, and our editorial staff. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Carson Graves, is registered or where otherwise legally permitted. Carson Graves, Retirement Education Center do not render tax, legal, or accounting advice. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. .

817-719-2988 (24/7)

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