Build Wealth With Clarity, Confidence, and Purpose
You shouldn’t have to guess when it comes to your financial future.What if you had a clear strategy for protection, growth, income, and legacy—without pressure, confusion, or being sold something that doesn’t fit?Start with a simple conversation.
Why So Many People Feel Stuck With Money
Most people aren’t failing financially—they’re just missing a strategy.You may relate if:
• You’re saving, but unsure if it’s actually enough
• You’ve heard of life insurance, annuities, and rollovers—but don’t know what applies to you
• You want growth and protection, without unnecessary risk
• You don’t want to make a financial decision you’ll regret laterMany people wonder if what they’re doing right now will truly support the life they want long-term.
A Simpler, Strategic Approach
I help individuals and families gain clarity around their financial options by focusing on education, alignment, and intentional planning—not pressure or quick decisions.
Areas I commonly help with include:
• Protection & Peace of Mind
• Tax-Advantaged Wealth Growth
• Retirement & Income Planning
• 401(k) & TSP Rollovers
• College & Head Start Planning
• Legacy & Wealth Transfer
You don’t need to know what you want yet—that’s part of the process.
How It Works
Step 1
Clarity First
We start with a conversation—not a product.
You share your goals, concerns, and what matters most to you.
Step 2
Strategy Alignment
We explore options that make sense for your season of life, timeline, and priorities.
Step 3
Confident Next Steps
If it’s a fit, I connect you with trusted solutions and partners.
If not, you still walk away with clarity and direction.
Many people find it helpful just to understand what their options actually are.
Who This Is For
This may be a good fit if you:
• Want to be proactive—not reactive—with money
• Care about protecting your family and future
• Prefer education and understanding over pressure
• Want a strategy that aligns with your long-term goalsThere’s no obligation—just a conversation.
About
I’m a licensed financial professional and strategic referral partner who helps individuals and families navigate financial decisions with clarity and confidence.I work with trusted, highly-rated partners to help ensure strategies are aligned, compliant, and built for longevity—not trends.
Let’s Start With a Simple Conversation
You don’t need to have everything figured out. You just need a place to start.
Disclosure
10+1 LLC is an independently operated company. Kara Banks is affiliated with The Broker Group LLC. 10+1 LLC is not an affiliated company of The Broker Group LLC, TBG Solutions Insurance Agency, or The Broker Group Insurance Agency LLC. Licensed professionals working with The Broker Group may offer insurance products through The Broker Group LLC and its licensed affiliates. Product availability depends on licensing, appointments, and state-specific approvals, and access to providers may require applicable carrier contracting.
This material is provided for educational purposes only and should not be construed as an offer or solicitation to purchase or sell any financial product. 10+1 LLC does not provide legal, tax, or securities advice. Consult a qualified tax advisor, attorney, or licensed securities professional for guidance specific to your situation.
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