Personal Finance Planning

Karen will evaluate your income, assets, liabilities, and any current investments to determine your present financial state.  Based on your financial goals and risk assessment, Karen will develop a strong strategy to:

  • Guide you through the maze of retirement options – 401(k), IRA, Roth IRA, pensions, and annuities
  • Decrease your estate tax liability, thereby aiding the financial stability of your loved ones
  • Determine the type and amount of insurance you need to protect yourself and your family
  • Minimize your taxes and plan to reduce future tax impact