ADDITIONAL SOLUTIONS FOR YOUR NEEDS
INSURANCE AS A FORM OF RISK MANAGEMENT
Having the right insurance as part of your overall financial plan can provide you with peace of mind and security for loved ones in the event of unforeseen circumstances. Mitigating the risk of possible loss is a key component of any comprehensive financial plan.
Peter C. Karp works with various insurance companies to find the appropriate insurance for your needs. Peter offers whole-life, term, disability, and long-term care insurance. Potential losses in income can be hedged with insurance.
Business owners can also take advantage of insurance offerings to keep operations going after the loss of key personnel.
MAKE THE MOST OF A MORTGAGE
Peter C. Karp is an experienced mortgage broker. He takes the lead in navigating you through the increasingly difficult process of finding a mortgage for your new home purchase or the refinancing of the home you’re already in. Peter can help you determine how much debt you should carry based on your financial situation, the housing market, and your personal plans.
Peter shops the market of lenders and will find the best mortgage for you.
ANNUITIES FOR LONGER-TERM INCOME NEEDS
Securing a steady cash flow at retirement is part of a well-orchestrated retirement income plan. Annuities, which can be purchased through a number of financial institutions and structured to pay out in different ways, can play a role in your plan.
Things to consider before purchasing an annuity are your age, financial goals, interest rates, and tax consequences. Peter C. Karp can help you plan for your future and put your assets to work for you.