In Today’s Information Age, knowledge is power. No subject matter is more important than Financial Literacy. Unfortunately, this is not taught formally in our schools. For that reason, our mission is to provide that resource.
We teach business owners how to protect their businesses from death with Life Insurance, from Disability with Disability Insurance and give them safe money for a happy future.
The most valuable assets a business has is their Key Employees.
We protect the business against the death of a key employee with Life Insurance, the disability of a key employee with Disability Insurance and keep key employees working happy, year after year with Supplemental Executive Retirement Plans, that legally discriminate in favor of key employees only funded with cash rich Life Insurance.
The financial planning puzzle consists of many pieces. They include accumulation goals, risk management, cash management, retirement, estate planning and if you own a business, business continuity planning. Listen below about a current situation AND solution:
(Note: Make sure you click the scorecard below and score yourself AFTER you view the video)
To download the scorecard click here
Do you know your score?
- 80+ You are in good shape
- 70-80 Do you want to be average?
- 60-70 Schedule time to speak with Irving Katz
- 50-60 Schedule time to speak with Irving Katz
- TODAY Less than 50 Schedule time to speak with Irving Katz YESTERDAY
Knowledge is POWER! Compare your total score to the legend above.
Get out of that trap…Contact us TODAY and feel better about your business TOMORROW!
What in your business keeps you awake at night?
Most business owners haven’t protected themselves or planned for the future because they’re so busy working in their business. They are caught up in their day-to-day concerns and haven’t spent any time creating blueprints for their future. They lie awake at night worrying.
We call this The Working-In-Your Business Trap. Our job as Financial Strategists is to put these puzzle pieces together in a way that provides a clear path to financial success. This is done one client at a time, with creativity and innovation.
Irving has helped us through the bumps and bruises of starting a 401K plan, setting up our profit sharing and our life insurance – basically, everything my company needs. I don’t invest in anything until I speak with Irving Katz. If he recommends it, I’m in! —Eileen Sanguedolce, CEO NetcomTechnologies, Inc.
The end result is more confidence because there is a plan that just needs to be monitored and tweaked on a regular basis. We provide our business owner clients with blueprints that help sustain the life of their business. We teach our clients how to work ON their business instead of IN their business.
From my first encounter with Irving Katz to my latest, I have been continually in awe of his thorough knowledge of the financial markets. He is dependable, trustworthy and the most astute advisor I have met in my 60 years. I will continue to utilize his expertise so my wife and I can look forward to enjoying our future together. —Gary Sandoval, CEO, Everest Sales and Solutions
We teach our business owner clients about money and how to utilize various systems and processes. Don’t hesitate any longer – Contact us today for a FREE consultation.
We teach them how to enhance their business relationships with their key employees as well!
The Blueprints For Tomorrow Program will help our clients protect what they have worked so hard to create, increase the financial potential of their businesses, and sleep soundly at night.
Contact us today!
Some people like to go it alone and others are wary of discussing money with others. Based on the results of our meeting, we both decide if a second meeting is needed.
