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Katz Financial will help you create a retirement plan that works efficiently and meets the needs of your company and its employees. Since we are independent, we work with a variety of retirement plans and providers. Each of our client’s situations are different, so we create customized retirement plan solutions for their specific needs. Below are some of the retirement plan types we design, implement, and service:

  • 401(k)
  • Profit Sharing
  • Solo K
  • 403(b)
  • 457
  • SEP IRA
  • SIMPLE IRA
  • SIMPLE 401(k)
  • Defined Benefit
  • Non-Qualified Deferred Compensation