Karen R Codman – FSC Securities Corporation

Specialties

We are a financial services company that prides itself on providing financial planning, investments, and insurance programs. We are passionate about helping our clients achieve their personal and business financial goals, by providing them particular opportunities to use comprehensive, risk-​managed strategies that are appropriate for their financial situations and that reflect their values and beliefs. We believe in a comprehensive approach to planning, and as such we provide a panorama of services including, a full line of diversified investment products, and a complete employee benefits packages for small businesses. We use a team approach in analyzing and planning a client’s retirement plan, investment portfolio, income tax strategies, risk management, estate planning and business succession issues. Recommendations are based solely on your specific needs, circumstances, and goals, We focus on helping you get to where you need to be to financially confident!

Meet the Business Owner

Karen R. Codman.

Business Owner

Karen has been in the financial services industry for over 12 years, and is constantly improving her skills to serve her clients better. She believes in a comprehensive, values-​based approach to financial planning, investments, and employee benefits. Karen helps successful people build and care for their wealth, using a disciplined approach benefiting from her experience and innovative solutions. Using her «Financial Clarity Process,» Karen helps you assess your current situation and identify your hidden opportunities and dangers, and then takes you through a six-​step process to develop a detailed plan for achieving you’re life goals.