Karen E. Van Voorhis

Director of Financial Planning

CFP®

LinkedIn Website Daniel J. Galli & Associates

Daniel J. Galli & Associates101 Longwater Circle, Suite 203, Norwell, MA 02061

Broker Affiliation: Ameritas Investment Corp.

Languages: English, French

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

GenX

Retirees or Seniors

Women & Female Leaders

Major Milestones I Specialize In

Early Retirement or Financial Independence

End of Life and Legacy Planning

Retirement Planning

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

We specialize in families who feel like the various aspects of their financial lives are either untenable, unmanageable, or not entirely known or defined yet - mostly people mid-career (in their 50s) and up. This generally includes questions around investments, savings, retirement planning, employee benefits, college planning, insurance, estate planning, and taxes (both now and in retirement). We welcome questions, and pride ourselves on being able to help families through the financial quagmire.

Disclosures

Karen E. Van Voorhis is a Registered Representative and Investment Advisor Representative offering securities and investment advisory services solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC, a registered broker/dealer and registered investment advisor. AIC and Daniel J. Galli & Associates are not affiliated. Additional products and services may be available through Karen E. Van Voorhis or Daniel J. Galli & Associates that are not offered through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your circumstances.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

FINRA BrokerCheck SEC Investment Adviser Public Disclosure

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Financial Planner Certifications

Securities Registrations or Exam Qualifications

Series 65

Designations & Certifications

CFP®

Technical Skills

Investment and Portfolio

Tax Planning

Retirement Income and Distribution

Estate, Trust, and Legacy Planning

Risk Management and Insurance

Cash Flow and Debt Optimization

Education and College Planning

Charitable Giving

Compensation

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Assets Under Management (AUM): Fee for ongoing active management of your portfolio, upon which a percentage of assets is assessed. Refer to the planner's Form ADV for details.