Are you looking to grow your family business so that it last for future generations? Yes?
Irving Katz is an expert at planning for the future, teaching others how to succeed. Take a few moments and click on the link below to learn more about Irving Katz.
Click here and check out a short introduction to Irving Katz.
Irving R. Katz, President of Katz Financial LLC, is a Family Business Coach. Over the years his clients
have retained him for his expertise, and his ability to remain current.
Irving specializes in Retirement Planning, Wealth Creation, Wealth Retention, The Blueprints For Tomorrow® Program, and Estate planning for his Family Business Owner clients.“I have a passion for what I do. It is exciting and very rewarding for me to see individual growth and success as a result of our strategic planning efforts.” – Irving Katz
Ready? Let’s Get Started
How to utilize Irving’s expertise:
- Irving implements the best plans for his clients. He teams with the clients accountant, and attorney to ensure all of his clients key advisors are on the same page. He practices advisor collaboration.
- Most recently Irving has taught business building workshops for his clients and their strategic partners. These include Client Acquisition, Outperforming the Competition, The Blueprints For Tomorrow Program, and Business Planning.
- Irving’s focuses on helping his clients create, preserve and distribute business and personal assets.
- His success has been guided by a strong commitment to meeting each clients business and personal financial needs.
Contact Irving TODAY for a FREE 30 minute consultation
Irving Katz, MBA, MSFS, CHFC, CLU received his MBA in Finance and Marketing from the Kelly School of Business at Indiana University. He is a Registered Investment Advisor, Chartered Life Underwriter, Life Analyst and a Chartered Financial Consultant.
