We are committed to coaching you through the financial journey of life. Retirement Planning is one aspect in this journey. In developing your financial blueprint, we will coach you through setting goals, managing expectations, and identifying potential financial challenges.
Your plan will help us identify what kind of lifestyle you wish to maintain so that we can advise you on a savings and investment strategy.
Your values, needs and goals are unique. We take the time to understand them so we can create a strategic wealth plan that reflects what's important to you.
Your aspirations may involve your family, your business or the legacy you want to leave. We can help you navigate opportunities, changes and challenges as they happen—from generation to generation.
At Karam Wealth Advisors, our ultimate goal is to help you live a more enjoyable life with the support of prudent, disciplined financial planning. While personal finance differs for every client, it remains an important component of a strong financial plan, laying the foundation to build upon.
We start by working with you to identify your goals and priorities, which determine where we focus our attention and where we allocate your resources. We create custom financial documents and analyze your current situation to identify areas of strength and opportunities for improvement.
Edmond Karam | CA | 7755 Center Ave, 11th Floor, Huntington Beach, CA 92647 | CA Insurance License # 0G60104
Edmond Karam is a Financial Advisor with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. LPL Financial Form CRS
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ CA FL MI NV PA WA.