"We have known Karen Melo Ticas since 2009. We met her by chance at a bridal fair when she was promoting her financial services to prospective newlyweds. My future wife and I were greeted by a warm, welcoming smile. Karen made us feel right at home as she enthusiastically presented financial options for us to consider for our future. She has been our financial advisor ever since. Since that first meeting, she has been readily available and goes above and beyond to obtain the best financial options and advice for her clients. Karen and her teams are the best!"
Marianne and Mary
"We could not be happier with the services we have received from Karen and her team. She really listens to your concerns as well as focusing on how she can make your retirement plans a reality. She tells it like it is, realistically representing what impacts the market can have. She has our complete trust and we couldn't imagine putting our finances in anyone else hands."
Maureen and Mike
*These testimonials are based upon individual client experiences and may not be representative of the experience of other clients. These are not to be considered a guarantee or indication of future performance of success. No cash or non-cash compensation was provided in exchange for these statements.
Our team takes pride in embracing the benefits of diversity, at all levels.
We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths.
Planning for Good is dedicated to inclusion and respectfulness, regardless of: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure.