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Retirement Planning & Wealth Management

Retirement Planning & Wealth Management

Retirement Planning & Wealth Management

  • Retirement Plan Analysis & Implementation – Traditional 401(k) & Solo 401(k) Plans, SIMPLE IRAs, SEP IRAs & Defined Benefit Plans
  • Non-Qualified Executive Benefit Plans – 409A & Deferred Compensation Arrangements, 162 Bonus Plans & Supplemental Executive Retirement Plans (SERP)
  • Executive Carve Out Programs & Split Dollar Insurance

Risk Management & Insurance Planning

  • Business Succession & Continuation Planning
  • Buy Sell Agreements funded with Life & Disability Insurance
  • Key Executive Coverage
  • Key Person Collateral Life Insurance Policies for SBA & other Commercial Loans
Risk Management & Insurance Planning

Risk Management & Insurance Planning

Employer Sponsored Benefits

Employer Sponsored Benefits

Employer Sponsored Benefits

  • Group Health, Life & Disability Plans
  • Group Dental, Vision & other Ancillary Benefit Arrangements
  • Financial Planning Services
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  • ADDRESS
  • 1 Belmont Ave, Suite 1000
    Bala Cynwyd, PA 19004

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Karr Barth Associates, Private Client Group Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-4971533.1 (10/22) (Exp. 10/26)

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