Karstens Financial LLC

Karstens Financial's goal is to provide quality information to our clients so that they can make informed decisions regarding insurance and financial goals. Are you trying to determine what is the best coverage for you or your business? If so, Karstens Financial can provide quotes and clearly explain the difference in coverage so that the decision process easier. Have you thought of how to secure your business finances so that it will survive for decades to come? Don't worry if you haven't, Karstens Financial provides planning services so you can enjoy the present and not have to worry about your company's future. We offer complimentary Insurance review because Karstens Financial wants to help its clients understand their options for insurance policies and financial plans. This review is performed by a licensed practitioner in a comfortable sit down setting. We will review your current situation – family, business, finances, property, and long-term plans and goals. That information will be used to identify risks you may not have considered. We will help you identify goals and evaluate your current plans to save and invest for a protected future. Every minute counts…Your security equals peace of mind. ​ CARES Process Step 1: Relationship A discussion to create an awareness of the issues you will need to consider to determine your level of caring and commitment to your personal financial success using our self-evaluation CARES Score.Complimentary CARES Score Step 2: Discovery An interactive discussion where we listen and record what is really important to you. Essential information will be gathered to clarify your financial objectives and what you feel would Make Life Better for You. Step 3: Analysis We analyze and review with you, your specific financial situation, using our unique Making Life Better Calculator. This helps you clarify your expectations and prioritizes your goals and commitments.Retirement Calculator Step 4: Solutions Based on your financial situation analysis and the priorities you have identified, appropriate solutions will be custom designed and presented. These solutions will be focused on your success. Step 5: Service