Karen Sweeney Financial Consultant is a fee-only fiduciary wealth advisory team based in Hillsboro, OR, and Gilbert, AZ. With a focus on pre-retirees and retirees, they provide strategic financial planning services to help clients achieve their ideal financial future and enjoy their golden years. Established in 2000, their mission is to empower clients to reach financial freedom through exceptional care, expert service, and trust.
Utilizing technologies to accommodate clients from all over the country, Karen Sweeney Financial Consultant offers comprehensive financial planning and independent investment management. Their personalized client experience builds confidence at every step, offering services such as financial planning, retirement planning, investment planning, estate legacy planning, tax planning, and risk management. With a tailored, goals-based approach, they help clients make smart decisions and create a roadmap for a secure and independent retirement.
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