Expectations

What to Expect From Katz Financial

  • You will receive periodic investment activity statements and performance reports.
  • We will meet with you on a regular basis to review your portfolio and discuss any other financial planning needs you may have
  • We will work in close contact with your CPA, Attorney and other professionals.
  • We will advise you in all areas of financial planning which include but is not limited to investment planning, tax planning, risk management, retirement planning and estate planning
  • We will advise you promptly of any changes in our investment allocation recommendations.
  • We will advise you if our evaluation of investment advisory firms indicates that a change in investment management vehicles is appropriate for you.
  • We will adjust your investment plan when you advise us of changes in your financial condition or future plans.
  • We will advise you of new investment opportunities that may be suitable for you.
  • When you need to distribute funds from your investment plan, we will advise you which investments to take the distribution from and then how to reallocate your assets.
    We will monitor, evaluate and make recommendations relative to your outside holdings as well as those we custody, provided you supply us the requisite information.

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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