Welcome
As LPL Financial Advisors with Waddell & Reed, Karen and Tim's primary objective has been to assist their clients in pursuing their financial goals.
Karen and Tim work to help their clients identify their goals, implement strategies, and maintain ongoing diligence to pursue their desired result. Karen, Tim, and their team are committed in assisting clients in every stage of their financial planning future in order to help them pursue financial independence. Clients have access to one-on-one advisory services including a broad range of investment and financial planning services and products for individuals, small business owners, and human resource professionals. In addition, they offer educational workshops for companies and organizations throughout the Seattle area.
Please email or call to schedule a free, no obligation, introductory session to help you understand the opportunities and potential rewards that could result when you take a proactive approach to your personal financial situation.
The free consultation provides an overview of investment and financial planning services offered through LPL Financial, LLC. You are not obligated to purchase any products or services as a result of receiving the free consultation. (10/20)
Retirees and Pre-retirees
We create strategies that are tailored to your needs and goals.
Women
Years of experience have prepared us to guide you through your life transitions.
LGBTQ+ Community
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Young Executives & professionals
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.