Broker Check
<p>What Can a Million Dollars Buy You?</p>

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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<p>Inflation and Your Portfolio</p>

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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<p>Tax & Estate Strategies for Married LGBTQ+ Couples</p>

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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How We Work

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your core values, life goals, and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist.

Karen Codman FSC Securities

  • Comprehensive review of your retirement, estate plans, and possible tax reductions.
  • Frequent and regular scheduled meetings to update your specific plans and discuss your personal situations.
  • Strong and consistent communication with high quality newsletters, tax reports, and timely articles.
  • Frequent schedule of educational and appreciation events.

Some Advisors/Money Managers

  • Cookie cutter portfolios without considering potential tax burdens or your estate plan.
  • Only contacting you when they have something to sell you.
  • Only provides account statements.
  • Are they educating you?

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Meet Our Team of Professionals

Meet Our Team of Professionals

Our business is built on a foundation of thoughtful client relationships.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

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