Wealth - Karme

Wealth Management

“When money realizes that it is in good hands,
it wants to stay and multiply in those hands.”

- Idowu Koyenikan

Our personalized wealth services help you keep more money in your pocket and build wealth for the future.

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family wealth Consulting

Understanding your options is the FIRST step towards financial freedom.

The road to financial freedom isn’t straight. There are multiple strategies to get out of debt, and not all of them will fit your needs. So, we customize a personal approach to get you out of debt and grow wealth for the future.

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Increase
Discretionary
Income
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Budgeting
Strategies
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Credit
Management
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Philanthropic &
Giving Strategies

Prepare for the Worst and Hope for the Best.

Nobody likes spending money on insurance, but we are all happy we have protection when something significant or unexpected happens. Unfortunately, one major event can bankrupt some people unless you are prepared and have the proper protection.

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Life
Insurance
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Long-Term
Care
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Disability
Income
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Identity Theft
Protection

RISK MANAGEMENT

RISK MANAGEMENT

Prepare for the Worst and Hope for the Best.

Nobody likes spending money on insurance, but we are all happy we have protection when something significant or unexpected happens. Unfortunately, one major event can bankrupt some people unless you are prepared and have the proper protection.

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Life
Insurance
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Long-Term
Care
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Disability
Income
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Identity Theft
Protection

RETIREMENT PLANNING

Stop Guessing and Take Control.

Forty-four percent of Americans say they “guess” when it comes to making long-term financial decisions. Although there are many different retirement plans, picking the right plan and figuring out a good strategy can be overwhelming. That’s why going to a licensed expert will help you take back control!

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Retirement
strategies
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Pensions
Plans
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Tax Reduction
Strategies
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Charitable
Giving

Protection and Support Services for All

We offer our clients multiple industry-leading audit protection products, including ProtectionPlus and LegalShield.

LEGAL SUPPORT

We offer our clients multiple industry-leading audit protection products, including ProtectionPlus and LegalShield.

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IDENTITY THEFT PROTECTION

Identity theft affects millions of Americans each year. We offer two top identity theft products to our clients iPROTECT and IDShield.

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BOOKKEEPING

It doesn't matter if you have a small project or want a long-term relationship, we can help with all your bookkeepers and payroll needs.

Business Services

Notary Public

Our professional notary public service here to make your life easier. Once your documents are notarized, we will help you make any necessary copies.

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