Kara M. Stewart
FOCUS strategic solutions
- Serving Individuals & Business Owners |
- in Sonoma, Marin, Napa, Mendocino |
- & Lake County, CA
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For almost two decades, Kara has helped individual clients prepare and protect for their financial future, including estate planning and tax reduction strategies. For business owners, she helps implement select management compensation programs, key person insurance, succession planning and funding of buy/sell agreements. She is uniquely qualified as she believes in educating her clients before making any recommendations. Kara has a keen ability to appropriately match clients' needs and objections with customized plans. She is recognized by the prestigious Million Dollar Roundtable, a premier association for the world's best financial professionals in the insurance related industry.