A Full Range Of Financial Services

At Karn Couzens & Associates, personal service is more than just a phrase. We actually get to know you – your financial history, family situation, goals, and concerns – and you will generally work with one of our three principals. A person will always answer the telephone at Karn Couzens & Associates during normal business hours, and that person may well recognize your voice and call you by name.

You have a busy life, and you need a financial partner who will make the planning process as simple as possible. Our goal is to take care of the financial decisions so that you can concentrate on your family, business, other activities, and charitable pursuits.

We offer a full range of wealth management and financial planning services with an emphasis on protecting, preserving, and then growing your assets. If engaged to do so, we can handle business, college, and retirement planning, working with your attorney, CPA, and other advisors to integrate all services into a customized, long-term strategy.

Our services may include:

Needs Planning