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Planning your future begins with a conversation.

Contact us today to schedule your complimentary introductory consultation and take the first step toward a more secure retirement.

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Call 800-819-3544

What Our Clients Say

"My wife and I initially contacted Jacob to inquire about Long-Term Care Insurance, but it turned out to not fit our financial situation. Jacob offered an alternative option in the form of an annuity with a long-term care doubling feature that worked perfectly for us. We did not even know such an option existed. Jacob was extremely knowledgeable, patient (explained certain aspects 3 or 4 times until we fully understood), super friendly and easy to work with, and was NOT pushy in any way, but simply explained our available options and allowed us to make our informed decision. We couldn't be happier!"

David G.

"Jacob is a professional insurance agent who worked tirelessly to find an A plus company to meet my long term care needs. We zoomed, texted and spoke almost daily keeping our lines of communication open. Jacob provided me with complete information on each company so that I could make informed decisions. I gave Jacob 5 stars for his exceptional service and when you give him a call, you won’t be disappointed."

Carol D.

"Jacob came recommended to me through Dave Ramsey. I reached out to him for Long Term Care insurance and he was extremely helpful. He really took the time to explain all my options to me and helped me evaluate the pros/cons of different plans. He was extremely patient and knowledgeable. Finally, his communication and follow through have been exceptional. I give him my highest recommendation."

Mary S.

"Highly Recommend... Jacob was a pleasure to work with through the entire process of setting up the correct Long Term Care Insurance for me. He was patient and responsive and an excellent guide helping me navigate my choices. He expertly addressed my concerns. I am very pleased with what he crafted. Most importantly he does the follow up and stays engaged."

Paul F.

It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence. Contact us today to schedule an introductory meeting!

Contact Us

17034 Goldenaire Way San Diego, CA 92127
info@karmfinancialgroup.com
800-819-3544

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DISCLOSURE

The information found on this website is provided as general information and is not intended to be specific financial guidance.

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Before you make any financial decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives. Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Providing personal information may result in contact from an insurance agent.

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