You Have Questions.... We Have Answers

     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.

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Why choose the Retirement Education Center?

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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.

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 Education Center is not a registered investment advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Carson Graves, independent agent. Retirement Education Center, Carson Graves and Gradient Advisors, LLC 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. 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