About Us

Welcome and thank you for visiting.  Our goal is to assist our clients with all their financial planning needs.  Whether it is saving enough for retirement, planning for college costs, or place our clients can turn to.

Our style of financial planning is to help our clients understand the different types of investments and products available so that they can make informed, valuable and personalized financial decisions.  We believe that by working with our clients to better understand financial opportunities, we strenghten our relationships and build trust.  

I hope you find this site informative and useful.  Please take advantage of the many features our site offers such as on-line account access, calculators and the financial library of articles and terms. Feel free to contact us if you would like more information about a particular product or service.  We look forward to hearing from you.

FRANK KARPACK CFP®, CLU®, ChFC® NAMED FIVE STAR WEATH MANAGER IN 2012, 2013, 2014, 2015, 2016, 2017*


*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.


Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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Check the background of this financial professional on FINRA's BrokerCheck