Financial Planning

As an investor, you have goals:

You want to protect your assets and see them grow.  If you have children or grandchildren, you want to provide them with quality education.  You want a retirement that lets you enjoy yourself without financial worry. Katz Financial understands these goals. To meet these objectives, we offer several services that respond to our clients’ needs at each of those crucial times.

These services include:

Our financial advisory services are customized to meet each client’s individual needs. Katz Financial has a common goal – to completely understand your financial situation so that we can create a strategy and plan to get you on track – and more importantly, to keep you on track. We believe that a thorough financial evaluation and a solid financial plan are essential for investment success. While no methodology can guarantee success, having a financial plan is the most assured way of working toward financial goals. We avoid strategies for investing that include market timing, industry sector concentration and concentrated stock positions.