As a financial advisor, I help physicians, business owners, individuals and families make smart financial decisions and prepare for the challenges ahead. Between balancing work and family, there are many time-robbing responsibilities that crowd into the events and moments that make life truly enjoyable. That’s why we’re here: to make complicated financial matters – whether it’s a plan to retire on
your terms or a retirement plan to keep employees engaged with your business – easier to manage so you can focus on matters at hand. Simply put, we help bring clarity and vision to all the financial decisions in your life to make life easier for you. My team and I examine the essential elements of our clients’ financial affairs, from investments to strategies for tax mitigation, wealth preservation, wealth transfer, and charitable giving. Whether a client is considering the sale of a practice, preparing for retirement, or positioning for growth, we provide a comprehensive evaluation of their entire range of financial needs with recommendations on moving forward. Karen Coyne, CFP®
Financial Advisor
Investment Management Consultant
Important Disclosure Information:
http://raymondjames.com/smicd.htm
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment
advisory services are offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with the flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
