Why Karp
Celebrating over 30 years in the industry, Karp Financial Strategies brings a world of experienced know-how to help you financially support the life you want to live now and in the future. We are committed to building a strategy where your dreams are embraced, and your unique circumstances are considered with utmost care and attention to your specific needs.
Karp Financial Strategies was honored to be selected by Limitless Magazine as the Cover Story Feature for the July, 2021 issue.
We have been given a gift of True Wealth through all the special people we have served over the years.
We hope our story helps balance the drive for paper wealth with riches of relationships and experiences.
Dream It.
Seeing your possibilities in order to make financial decisions that will enable you to live a life of impassioned meaning, empowered purpose, and joy-filled experiences.
Plan It.
Proactive solutions, personalized strategies, and inspired insight that is comprehensive, forward-thinking, and considerate of your financial personality and risk comfort zone.
Pursue It.
Helping you embrace your financial possibilities to realize the lifestyle you desire now and throughout your lifetime filled with treasured moments and memories.
Who We Serve
Enjoying Your Life - Embracing Your Future
A financial plan shouldn’t just be for the future, but also the here and now. The path of life is not straight and usually not narrow. A financial plan must be able to adapt. While it is grounded in numbers, facts and projections, it must be able to serve as a guiding light to your financial future.
We look at the stage you are in your life, the challenges you are faced with now and could face in the future, the unexpected forks in the road, your risk comfort zone, and the way you want to enjoy living now and in the future.
We mean it when we say, “Dream it.” Our plans are designed to help you figure out how to realize a desired or different outcome and then pursue what you would truly like to make possible.
