Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your or your business's vision and objectives. Karp Financial Strategies can help you execute a sound financial plan utilizing the following products and services:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
- Total reward strategies
- Executive benefits design
- Group retirement plans
- Business exit planning
- Financial education and planning
For more information, call Stephen Karp at 954-684-3284 or email steve@karpfinancialstrategies.com.
Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. SagePoint Financial, Inc., nor it's repesentatives or employees provide tax or legal services.