Services Provided

R. Karras, Asset Management & Planning, LLC is a Registered Investment Advisor, offering Asset Management & Financial Planning Services on a fee basis. As a full-service firm, we offer the following services:

  • Comprehensive Financial Planning
     
  • Investment & Asset Management 
     
  • Risk Management/Insurance
     
  • Elder Care & Long-Term Care Planning 
     
  • Estate Planning 
     
  • Retirement Planning 
     
  • Employee Benefits & Qualified Retirement Planning for Business