With 31 years of experience in the financial services industry, Annetta Carter is completely focused on helping people with the strategies they need to successfully retire. This includes providing Social Security maximization, Medicare and prescription drug policy consultation, retirement income planning, long-term care planning, income tax planning, Roth planning, insurance planning, wealth planning, trust and legacy planning and much more—the entire spectrum of retirement is considered in Annetta’s services to pre-retirement and retirement clients in Texas and Florida.
Knowing how important it is for retiring successfully, one of Annetta’s main goals is to protect the wealth her clients have accumulated for retirement by providing “safe money” options.
Annetta customizes her retirement strategies to each client. She says, “At GCB Retirement Strategies, we do not find any one household has the exact same financial situation as another, and so we tailor our recommendations to your unique goals, income and assets, tax status, retirement objectives, health and desired family legacy. After attending one of our free, no-obligation discovery meetings, we believe you will see how much care we take in helping you through the process of strategic retirement planning tailored specifically to you and your needs. Because we are contracted with most insurance companies in today’s marketplace, we are able to find the best solutions for you based on what we discover by really listening to you.”
Annetta entered the financial services industry in 1990, obtaining her insurance and securities licenses Series 6, 63, 65 & 7. During her career, she worked for Metlife, Prudential, and Securian Financial. She has received many awards, including “Rookie Agent of the Year,” “Veteran Agent of the Year” multiple times, “Top Salesperson in Long-Term Care Solutions,” and “Life Insurance, Annuities and Quality Business Agent of the Year” multiple times. Numerous years she’s been a “Million Dollar Round Table” qualifier. Most recently, she won the “Game Changer of the Year” award.
Annetta Carter holds a CLTC® designation, a special certification for long-term care.