|About||Specializing in financial planning for healthcare and business professionals and the LGBTQ community.|
WHO SAYS MONEY MANAGEMENT CAN'T BE FUN AND CONVENIENT?
If you want the peace of mind of making financial decisions with confidence, but don't have time for long, boring meetings, we can help!
We provide financial planning and wealth management, in person and/or through an online digital experience, to help you:
- Learn how to protect your income and assets
- Compare your options for saving in volatile markets
- Avoid making common mistakes when investing
- Understand what you are paying in fees and income taxes
Specializing in planning for single women, business professionals and modern families, including step-families and the LGBT community.
Karen is currently licensed to sell securities and insurance in the states of: MA, RI, AZ, CT & MD. She is a registered representative of, and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500.