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1165 E. San Antonio Drive, Suite G, Long Beach, CA 90807

(562) 728-5800
info@karencodman.com
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At Karen Codman Distinctive Solutions we believe a dream without goals is nothing but a dream. Our goal is to help you develop a strategy to make your money grow and last a lifetime, so you determine your legacy.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.

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We help you preserve and grow your net-worth, generate consistent income when you need it, and eliminate uncertainty about your ability to reach your financial goals.

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By working with us, you can gain financial clarity and feel confident that you can make wise choices. You will have someone on your team to guide you, answer your questions, and give you dependable advice that fits your life goals. Most importantly, you will have a team that cares about your financial success as much as you do.

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Your professional team.

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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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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 Distinctive Solutions

  • 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.

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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