KAREN CODMAN

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation... 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... Our Firm provides fee-based planning and wealth management services to mid-career individuals, professionals and business owners and those in or approaching retirement. We believe in a comprehensive approach to planning, and as such we provide a panorama of services including our Financial Clarity Planning Process, a full line of diversified investment products*, and a complete employee benefits packages for small businesses. We use a team approach in analyzing and planning a client's retirement plan, investment portfolio, income tax strategies, risk management, estate..

Primary location: Long Beach United States