EVERYONE NEEDS A
RETIREMENT PLAN
Including YOU
Let's Create Your Personalized Financial Action Plan
Together
SILVER PLAN
$99/month
Annual Meetings
& questions as-needed
✓ Calls, Zooms, Emails, Meetings
✓ eMoney Financial Portal
✓ Annual Financial Plan Update
*$599 startup
GOLD PLAN
$159/month
Semi-Annual Meetings
& questions as-needed
✓ Calls, Zooms, Emails, Meetings
✓ eMoney Financial Portal
✓ Annual Financial Plan Update
*$599 startup
PLATINUM PLAN
$269/mo
Quarterly Meetings
& questions as-needed
✓ Calls, Zooms, Emails, Meetings
✓ eMoney Financial Portal
✓ Annual Financial Plan Update
*$599 startup
WHAT YOU GET
WHAT YOU GET
INVESTMENTS
✓ Asset Allocation for All Accounts (401(k), IRAs, Individual, Joint, Trusts)
✓ Risk Tolerance and Diversification Analysis
PERSONAL WEALTH
✓ Cash Flow and Emergency Fund Planning
✓ Student Loan Strategies
✓ Debt Management Strategies
✓ K-12 and College Funding Planning
RETIREMENT PLANNING
✓ Retirement Needs Analysis
✓ Social Security planning
✓ Medicare planning
TAX PLANNING
✓ Tax Reduction Strategies
✓ Tax-Analysis of Investments
INSURANCE & RISK MANAGEMENT
✓ Employer Group Benefits
✓ Insurance Analysis (Health, Disability, Life, Long-Term Care)
ESTATE & BENEFICIARY PLANNING
✓ Inheritance & Asset Transfer Assistance
✓ Gifting Strategies
✓ Inheritance Strategies
LIFE EVENTS
✓ Family Planning (Marriage, Divorce, Children)
✓ Job Changes
✓ Mortgage & Real Estate Purchases
PROFESSIONAL COORDINATION
✓ Tax Preparer/CPA
✓ Estate Attorney
✓ Real Estate & Mortgage
✓ Insurance
All Clients Get an
eMoney Financial Action Portal Keeps Track of ALL your Finances in ONE place.
Progress Tracker
Track the progress you are making towards your financial goals. You can make adjustments as needed based on unexpected situations and I can help you plot your next best course of action.
One Consolidated View
Gone are the days where you have to access every single account on multiple different websites - you will be able to access all your accounts in one place to save you time and energy.
Encrypted Document Storage
Upload any and all your financial documents to keep them consolidated in a single secure cloud drive. We can always send each other documents and files in an efficient and safe manner.
Edmond Karam
After witnessing more than my fair share of stress related to financial planning, I decided that enough was enough. I was tired of seeing friends and family panic whenever it was time to review their financial standing. I want to break the misconception that financial planning has to be mundane, and worst of all, stressful. Nowadays, everyone needs a financial plan to properly plan for the future.
Education:
California State University, Fullerton (B.A. in Business Administration - Information Systems)
Certificates/Licenses:
Certified Retirement Counselor (CRC)
International Foundation for Retirement
Series 7 held through LPL Financial
Series 66 held through LPL Financial
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BOOK A PHONE CALL WITH EDMOND