Karen McFall

Karen's Bio

Karen McFall has been a highly successful independent businesswoman since 1975. Since entering the financial services industry in 1989, Karen has been striving to provide the highest quality of service and investment advice based on thorough and timely research.

As an associate with Shelgren Financial Group, Inc., Karen meets the needs of individuals, public employees, business owners and professionals. She reviews and analyzes clients' current assets, insurance and state/company retirement plans, then estimates retirement income based on their current situations. She shows how portfolios can be modified to meet retirement goals by making investment recommendations.

Trust, integrity and professionalism are the cornerstones of Karen's business and her personal commitment to every client. Consistent effort and a reputation for outstanding service have earned Karen the respect and admiration of her clients and associates, as evidenced by her receipts of honors and award.

She has served as an officer in many professional organizations. Karen enjoys conducting seminars and speaking engagements for groups of individuals interested in setting and achieving their personal financial objectives.

Karen resides on Camano Island with her husband, Jack. She enjoys the natural beauty of the Northwest, volunteering for community projects, gardening and traveling.

Specialties and Services:

• Portfolio analysis
• Asset allocation
• Retirement Income Projections
• TSA, IRA, SEP, 401(k), lump sum distributions
• Mutual funds
• Life Insurance
• Annuities
• College Funding

Karen's Mission Statement:

My primary interest is in building long-term relationships that are mutually beneficial and to help my clients achieve their financial goals.