Karen Powell

Where does your money go? How much do you keep– after paying for debt, taxes, and interest? In working with Karen Powell you will learn how to become a wealth creator. You will have control over your money – not the institutions, banks and government. You and your family can build your wealth in a secure way and in a tax advantageous manner – that minimizes risk and let’s you use it for purposes you determine, without penalty. You can distribute your savings as you wish and pass it on to your heirs. Whether you own a business or just want to accumulate your hard-won money for your family, our strategies put you in charge and help you keep more.

Your customized plan can be designed for your goals shortly after arranging a personal in depth consultation. The sooner you arrange it, the sooner you will be on track to make your financial success realizable.

Karen Powell, Certified Financial Planner, has been serving individuals and families since 1985 and helping them grow and preserve their wealth, so they may achieve the security and financial stability they desire. The strategies employed are designed to accommodate their risk tolerance and optimize tax efficiency. The major focus of her practice is to fulfill the goals her clients strive to obtain.