Our business is built on mutual trust and understanding in each of our client relationships.
In today’s rapidly changing financial marketplace, many firms operate turnkey investment programs that cater to the masses. We believe this approach has serious flaws. At Karstens Investment Counsel (KIC), we recognize that each investor is unique and therefore each investment plan should also be unique. Our recommendations are tailored to each client’s long-term goals and objectives, risk tolerance, need for cash flow, and tax situation. Our clients are our first priority.
We believe that a client is best served by utilizing a single advisor who is aware of, and takes into account, the entirety of that client’s financial situation. At KIC, we act as client's Chief Financial Officer. As personal CFO, it is our job to help our clients manage their financial complexities, from investments to tax planning, insurance needs to retirement planning, and estate planning and beyond.