At Magnolia Financial Strategies, we do not find any one household has the same financial situation as another, so we tailor our recommendations to the unique goals, income, and assets that are available with special consideration to: tax status, retirement objectives, health, and desired family legacy. After attending one of our complimentary 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.
With 31 years of service in the financial services industry, Annetta Carter is focused on helping people with the strategies they need to successfully retire. The entire spectrum of retirement is considered in Annetta’s services to pre-retirement and retirement clients.
Annetta entered the financial services industry in 1990, obtaining her insurance and securities licenses Series 6, 63, 65, and 7. During her career, she worked for MetLife/MetLife Securities, Prudential/Prudential Securities, and Securian Financial. She has received many awards including “Rookie of the Year “and “Veteran Agent of the Year” multiple times. Numerous years she has been a “Million Dollar Round Table” qualifier. Most recently, she won the “Game Changer of the Year Award.”
Annetta holds a CLTC designation, a special certification for long-term care recognized in the industry.
In 2014, when Annetta partnered with Game Changing Benefits, she decided to take her practice in a different direction and let all the securities licenses expire, keeping only her insurance license which is sufficient for the type of planning she offers her clients.
Annetta has been married to Mark, a Pastor and her high school sweetheart, for 40 years. They have one son, Jacob, and daughter-in-law, Ari. Her hobbies include reading, boating, kayaking, traveling, and leading worship at their church.
Denise joined Magnolia Financial Strategies in April 2021 as a Client Services Representative. Her office experience, attention to detail, and desire to help others make her a great asset to this company. Before joining MFS, she spent 29 years in the oil and gas industry as well as a few others.
Denise was born and raised in southeast Kansas but has lived the last 14 years in east Texas. She married her husband, Gary, in 2008, each bringing a son to their family. Together, they enjoy their grandchildren and one great-granddaughter.
Along with spending time with family and friends, Denise enjoys traveling, camping, cooking, cake decorating, crafting, and helping others.
Take the next step in your retirement journey with Magnolia Financial Strategies. Fill out the form below to schedule a consultation and receive a complimentary copy of David McKnight’s “The Power of Zero.”
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