Anthony M. Karabas

Investment Strategies (Reg. Reps Only), Insurance Strategies, Business Owners, Estate Planning, Retirement Income Planning, Financial Education, College Funding Strategies, Risk Management Strategies, Business Succession Planning

English

We Offer a Wide Range of Financial Solutions, such as:

COMPREHENSIVE FINANCIAL PLANNING

Retirement Planning

Income Continuation

Estate Planning Strategies

Analysis and Selection of Asset Allocation

Individual Retirement Accounts (IRAs)

College Funding Strategies

PROTECTION AND INSURANCE

Life Insurance

Fixed and Variable Annuities

Disability Income Insurance Protection

Long-Term Care Insurance

Auto & Home Insurance

INVESTMENTS

Stocks and Bonds

Mutual Funds/ETFs

Managed Accounts

BUSINESS PLANNING SOLUTIONS

Ownership Succession Strategies

Overhead Protection

Key-Person Insurance

Buy-Sell Agreement Funding

Disability Income Insurance

EMPLOYEE BENEFITS

Group Life Insurance     

Dental Coverage            

Disability Income Insurance

Qualified Retirement, Pension & Profit Sharing Plans

401(k), 403(b), 457(b) and Section 125 Plans

SEP & SIMPLE IRAs

Long-Term Care insurance

IRAs (Payroll Deduction)

Executive Benefits, Key Person Insurance

Group Health Insurance

Qualifications and Personal Information 

• California license # 0K06481
• Licensed to offer Life, Health, Variable Annuities and Securities products
• Over 30 years of experience in the Financial Industry
• Member of the Financial Planning Association (FPA)
• Member of the National Association of Insurance and Financial Advisors (NAIFA)
• Life and Qualifying Member of Million Dollar Round Table (MDRT)

CRN202503-1963392

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