Karp Financial Advisors

Karp Family Vacation 2012.


Karp Finanical Advisors, Inc. has been providing finanical planning solutions and investment management to individuals and familes since 1987. 


We help people live the life they choose.  Our goal for our clients is to create the financial independence they need to live the life they want now and in the years to come.   We specialize in:

                  Retirement Planning           Estate Planning

                  Education Funding              Tax Planning and Preparation  

                  Investment Management     Insurance Planning

We're in the people business...we just happen to work with money.

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

Home Ownership Can Pay Off at Tax Time

Tax incentives available to homeowners, like deducting mortgage interest, can make homeownership attractive to some.

Special Bequests for Special People

A personal property memorandum could be used to make bequests of specific items to heirs.

Guarding Against Fraud

Three basic principles that could help consumers spot a fraudulent scheme.

More Newsletters →