Karl Graham

History

I have served clients in the financial industry for the past 16 years, through bull and bear markets, and specialize in detailed personal analyses to guide people looking for professional advice in pursuing their financial goals and strategies. I welcome anyone with long-term investment goals and a desire to invest in their future, their loved ones' futures, for charitable organizations or any other area of interest for family estate planning. I have extensive experience advising pre-retirees and recent retirees in how to go about pursuing their life-long financial goals and dreams. My approach to financial planning and investing is easily understandable and coupled with truly independent advice, products and services, all without any sales pressure. I personally meet with you anywhere it is convenient for you: your home, your office, my office, any restaurant or other public location, in-state or out of state.

Specialties

As your financial advisor, I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you, my client. I endeavor to know and understand your financial situation in order to provide you with the most relevant information, services, and products to help you reach your goals.