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Phone 800.340.6743

Your Next Step

The task of creating a financial plan can be daunting. However, an experienced and trusted advisor can assist you in the process and offer prudent financial advice. But what should you expect from the team at Karsten Advisors and how should you begin to prepare for your future?

NO-FEE CONSULTATION

We begin with an initial appointment, face-to-face, to discuss your past experiences, present situation and your future goals with one of our staff. From this meeting, we establish your financial profile and your objectives.

PLAN DEVELOPMENT

Utilizing some of the industry's most advanced financial resources, our Certified Financial Planners will develop an in-depth plan tailored to your unique situation.

PLAN PRESENTATION

Once completed, a second meeting is held, during which your financial plan will be presented, discussed, and questions answered.

IMPLEMENTATION

The choice is yours; move forward and embrace your financial future. We engage you in this process on a complimentary basis and use it as an opportunity for us to examine your situation and provide you with valuable information. You use it as an opportunity to gain some knowledge and discover what we have to offer.