Brian S. Karsten Email & Phone Number

Grand Rapids, Mi, Us

Fremont, Mi

As an investment professional, my mission is to provide my clients a reputation for unparalleled trust and superior service through an objective assessment of a client’s needs, implementation of a well-defined investment plan, and continuous monitoring of the investment plan’s performance. My business is run with the same level of integrity that I expect in my own business relationships. I seek to provide multi-generational investment advice to help families pursue their financial goals through the application of these principles.Specialties:Investment Planning: Asset Allocation, Traditional and Roth IRAs, Wealth Management, Estate Planning Strategies, College Savings Plans, Retirement Planning & Review for 401(k), SEP, SIMPLE, and Defined PlansInsurance: Fixed & Variable Annuities; Life Insurance; and Long-Term Care InsuranceInterests: Traveling, Golfing, Football, Boating, and Spending time with my family

Greater Grand Rapids, Michigan Area

I started at Stifel as a Financial Advisor, transitioned to Vice President/Investments, and currently am a Senior Vice President/Investments. While developing a customized financial program, we will walk you through a step-by-step process designed to help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program, and if needed, we will work with your other professional advisors (CPA & Attorney) to assure continuity of advice. Concerns our Clients Share*Planning for Retirement*Saving for Education*Managing Investments*Reducing taxes*Buying or refinancing a property or business*Protecting Income*Creating a retirement income they cannot outlive*What if I die?*What if I need long-term care?*Passing assets efficiently to heirs Tools We Use to Address These Concerns*Stocks & Bonds*Mutual Funds*Tax-Advantaged Municipal Bonds*ETFs*FDIC Insured CDs*Retirement Accounts-Traditional, Roth, SIMPLE, SEP IRAs, 401(k)*Education Accounts-529 Educational Savings Plans, Coverdell ESA*Annuities-Variable, Fixed, Immediate*Insurance-Life, Disability, Long-Term Care*Asset Allocation*Estate Planning Strategies

Fremont, Michigan & Grand Haven, Michigan

Greater Grand Rapids, Michigan Area, United States

Accounting And Business/Management

Attended Davenport University

Aerospace, Aeronautical And Astronautical/Space Engineering

Attended University of Michigan