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Why choose us? Using The Financial Clarity Process, we will
guide and help you implement a personalized financial strategy
intended to help you enjoy your life to the fullest!

For Individuals and Families

For Businesses


You have goals. We have strategies. Click here for more information on how we help individuals and families with their investments, minimize taxes, and bring financial clarity to their lives.

Your business is your lifeblood. We can help you derive the most benefit from your business and develop your exit strategy for a successful transition. Click here to learn how.

As a Certified Divorce Financial Analyst*, Karen works with clients individually or in couples and helps you understand the short- and long-term financial effects of divorce and avoid common pitfalls.

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 Securities, insurance products, and investment advisory services offered through FSC Securities Corporation and its affiliates, member FINRA and SIPC, and a registered investment advisor. Certain insurance products are offered by Karen Codman, CA insurance license 0B90642, as a licensed agent independent of FSC Securities.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO and OR. No offers may be made or accepted from any resident outside the specific states referenced.

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