Dallas/Fort Worth Area Financial Planner Officially Named One of the Area’s Best by Peers

In a survey of other financial planners, D Magazine confirms that Tom Karsten is one of the top financial planners serving the Dallas/Fort Worth area.

Dallas/Forth Worth, TX, Jan 22, 2007. In a profession as competitive as financial planning, it’s important to stand out by providing the best service to clients. However, it’s even more gratifying when one’s exceptional service and professionalism is recognized not only by clients, but by peers as well.

This is why Tom Karsten, Managing Partner of Karsten Financial, LP, is especially proud of being named one of the area’s top financial planners by D Magazine in their January 2007 issue. The magazine’s survey was a peer review, meaning other financial planners tipped their caps to Karsten.

“I’m pleased that Tom was recognized this way – he certainly deserves it.” stated Roger Ochs, President of HD Investment Securities.

Tom Karsten, Principal of Karsten Financial, LP, was also pleased with the recognition his company garnered: “It’s always nice to be recognized” he said “But it’s especially rewarding when the recognition is from your peers and competition. It speaks volumes, really.”

Karsten Financial, LP (formerly Pearson & Karsten, LLC) has been in business since 1971, and has a reputation for encompassing a client’s overall financial health into his or her financial plan. Aspects like estate planning, retirement, tax preparation/planning, and investment management all come into play; as do life insurance and wills/trusts. This “overall picture” approach serves their clients well, and has led to Karsten Financial, LP becoming a trusted partner for those looking to retire comfortably.

“Our primary clients can be described as ‘Baby Boomers’, and the number one question we are asked is ‘will I have enough money to retire?’” remarks Karsten “It’s our job to make sure they get all the answers they need.”

Karsten Financial, LP has two offices in the Dallas/Fort Worth area, each dedicated to helping Dallas/Fort Worth residents from all walks of life realize their retirement and financial dreams. 

About Karsten Financial, LP

Karsten Financial, LP (formerly Pearson & Karsten, LLC) has been in business since 1971, and has two offices located in the Dallas/Fort Worth area. Tom Karsten has been with the firm since 1992. The company’s goal is to encompass a client’s overall financial picture into a financial and retirement plan that makes sense today, while bearing fruit when it is needed most. You can call Karsten Financial, LP at 817.295.7400, e-mail them at This email address is being protected from spam bots, you need Javascript enabled to view it or visit their website at www.karstenfinancial.com