Welcome
The primary focus of my practice is to help you design a program to meet your financial needs. Together we will create and implement a plan designed to provide income, meet your lifetime fiscal goals, and present a strategy to transition your wealth, helping you create your legacy.
As an investor, you are at a unique stage in your life where your assets need to serve a specific function: be it to replace an earned income that you will no longer receive in retirement; to augment current sources of income; or perhaps to build a college savings for your children or grandchildren. Whatever your current need, let me help you develop a strategy to achieve that immediate goal, and to attain your future goals as well.
If you would like to know more about my background or my process, please visit the My Story and My Business links on the upper left side of this page.
BULLETIN BOARD
- One of the real joys of holiday season is the opportunity to say "Thank You" and to wish you the very best for the New Year.
- Please see Financial Planning for the 2008 Year-end Tax Planning newsletter and check list.
- Buy American. I Am. By Warren Buffett. Click Here. Please note that by clicking on this URL you will leave Smith Barney and enter a website created, operated and maintained by a different entity.
Karen Varnhagen is licensed in the following state(s): AZ, CA, CO, DC, IA, ID, KS, KY, LA, MA, MI, MS, MT, NC, NV, OR, RI, TN, TX, VA, WA
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
