Meet with Magnolia Financial Strategies

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Insurance and annuities offered through Annetta Carter, TX Insurance License # 1025102.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

This content is for informational purposes only and should not be used to make any financial, legal, or tax decisions. You should always consult an attorney or tax professional regarding your specific legal or tax situation.   

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid, or income earned on the sale of insurance and other financial products. MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. Being a MDRT qualifier is not an endorsement of Annetta Carter or Magnolia Financial Strategies.

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy an insurance product. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 

Please be advised that the services are offered by Annetta Carter: