Dream It. Plan It. Pursue It.


Dream It

Most people go through life afraid to believe that dreams can come true. For over 20 years, Karp Financial Strategies has helped people like you to not only dare to dream, but be empowered to pursue them.

Plan It

At every stage of life, from the birth of a child through retirement, we can work with you to determine the financial resources best suited to help you. We provide you with a client centered experience, through integrity, accountability, and a total focus on your financial interests.

Pursue It

We put your plan in motion, and help keep you focused on where you want to go, so you have more time to enjoy life and pursue your dreams. Let’s get to work paving the way to your next adventure!

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Does Money Make you Happy?


Jeffrey R. Karp, CLU, ChFC, CASL®

Money has never made a person happy, nor will it as there is nothing in its nature to produce happiness.  The more of it one has the more one wants.”

-Ben Franklin

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member of FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Florida (FL), Georgia (GA), Maryland (MD), Minnesota (MN), New York (NY), North Carolina (NC), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Tennessee (TN), Texas (TX) and Virginia (VA).

We are licensed to sell insurance products in the following states of: Florida (FL), Georgia (GA), Minnesota (MN), New York (NY), North Carolina (NC), Pennsylvania (PA), South Carolina (SC), Texas (TX) and Virginia (VA).

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