Karen Archer, B.A. Econ, CFP®
Certified Financial Planner® Investment Representative
My mission is to build a financial security plan tailored to help meet your specific needs. I'm dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.
Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.
I'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, I'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.
I know that personal service is key to helping you find the right solution for your financial security needs. If you have questions about your financial security plan or specific financial products, contact me and I can set up a time to meet. We can discuss our services, review your specific needs and address any questions you may have. Contact today.
We understand your goals and dreams are as individual as you are.
Whether you’re starting a new family, preparing for retirement, or running a business, we will work with you or your business to build the financial security plan that best fits your needs.
We will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.
After evaluating your needs, investment comfort level and life stage, I will recommend those products and services that best help you achieve these goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.