I am a licensed insurance broker and planner at Karstens Financial with my career in finance and insurance starting in 1998. My goal is to make sure you have the answers you need to make proper informed decisions about your insurance and life goals.
Do you have the right coverage for your business? Including..general liability, workers compensation, errors and omissions, directors and officers? Will your company out survive you?
Personally, What happens if your house is in a fire or a tornado? Would your family suffer financially if you didn't come home tonight? Are you putting enough away for retirement? Is there a way to keep Uncle Sam out of your pockets? Wouldn’t you be disappointed if you had to find out the hard way about a gap in your insurance protection or a lack of proper planning?
I offer an Insurance review as well as financial planning as a complimentary service because I want to help you understand your insurance policies, how to reach your financial goals, plans, and most importantly your options. This is a meeting where you and I sit down to review your current situation – family, business, finances, property, and long-term plans and goals. I’ll use this information to identify risks you may not have considered and I’ll look for any discount opportunities. I’ll also help you identify goals and evaluate your current plans.
Every minute counts…Don’t find out the hard way about protection you wish you had. Feel free to email or call me, Jake Karstens for an appointment.
FINRA Series 65 / Insurance License Life, Health, Variable Contracts, Casualty, Fire
Specialties: Businesses: , General Liability, Work Comp, Errors and Omissions, Directors and Officers, Employee Liability, Fiduciary Liability, Erisa- Fiduciary Bonds, Buy/Sell Agreements, Key Person Insurance, Business Continuation Planning, Benefits Package Solutions for companies, Commercial Insurance, Group Life Insurance, Group Disability Income Insurance