1165 E. San Antonio Drive
At Karen Codman FSC 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.
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.
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.
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.
Your professional team.
What Can a Million Dollars Buy You?
Inflation and Your Portfolio
Tax & Estate Strategies for Married LGBTQ+ Couples
Understanding the Alternate Valuation Date
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.
Our business is built on a foundation of thoughtful client relationships.
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."
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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