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Financial Planning

Financial Planning Questionnaire

Karsten Advisors offer a host of financial services designed to prepare our clients for their future fiscal needs regarding retirement, college planning, estate planning, and personal investments.

RETIREMENT PLANNING

Are you concerned about retirement? Are you worried about maintaining a constant income stream once you retire? Our Certified Financial Planners have the expertise, the fiscal responsibility and the integrity to wisely advise you in all matters of retirement planning-including 401(k)s, Deferred Compensation, Roth IRAs, SEP IRAs, SIMPLE IRAs and Traditional IRAs.

COLLEGE PLANNING

Whether you're a soon-to-be parent or a parent with several children underfoot, it's never too early to begin preparing for college tuition. There are a host of college-saving services available-including 529 plans, Coverdell Education Saving Accounts and Uniform Transfers to Minors Act (UTMA)-designed to prepare for a secure tomorrow by easing the burden of educational tuition.

ESTATE PLANS

Estate planning tools enable individuals to confidently manage your affairs in the face of life's uncertainties. Karsten Advisors helps clients lay out a strategy to efficiently pass your estate on to your heirs and make things easier for your loved ones.