Brian S. Karsten Email & Phone Number

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 familyKarsten Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.