During the advanced planning process, the majority of our clients have needs that necessitate assembling a team of experts such as attorneys, accountants, and life insurance agents. Rather than trying to provide all those experts in-house, we have taken the approach of working with outside professionals who are the very best in their field. We believe the best attorney for a business owner may not be the proper choice for a widow. Further, the accountant needed by a business executive might not be the proper match for a physician. Rather than trying to employ a one-size-fits-all professional at Karstens Investment Counsel (KIC), we have chosen to collaborate with many qualified professionals we have worked with in and around the Omaha area.
In our role as advisor, we have the most complete picture and best understanding of our clients’ needs. Because of this unique role, we generally take the lead in helping clients collaborate with outside professionals in order to complete a tightly integrated long-term financial plan.