Celebrating more than 25 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.
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.
Proactive solutions, personalized strategies, and inspired insight that is comprehensive, forward-thinking, and considerate of your financial personality and risk comfort zone.
Helping you embrace your financial possibilities to realize the lifestyle you desire now and throughout your lifetime filled with treasured moments and memories.
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As a child, I remember hearing that one of my relatives had won their state lottery. While it did not have a large effect on their lifestyle, it certainly was a stroke of luck. Though the outcome of winning was “lucky,” the activity that led to the win is a perfect example of my continued focus on the basics.
The standard retirement planning handbook, whichever you may read, tends to focus on some general topics like diet, exercise and a secure income/cash flow.