Irving Katz customizes powerful business financial plans that get working.
Are your financial services delivering every possible advantage to your business bottom line and consistently so?
Does your financial consultant work side by side with your accountant, attorneys and other advisors as an active part of your team?
In hiring a financial consultant to develop a business financial plan will you settle for anything but the best?
No to all three? You’ve come to the right place. We are Katz Financial LLC, a top financial services company based in Orange County. How did we get here? We have helped literally thousands of small businesses gain solid financial footing. Furthermore, we’re SoCal locals . . . we live in Orange County (and have for years), we operate in Orange County (and have for years), and we love it in Orange County (yes indeed, ditto and ditto.)
Think about how much more you would enjoy your working life if you felt secure in the knowledge you’re actually getting somewhere. Let’s talk.
Meeting the challenges specific to entrepreneurial, small-to- medium companies and family firms today assures a brighter future. More
These robust programs perform targeted tasks for our customers assuring business longevity or a comfortable retirement without having to reinvent the wheel. More
An unforeseen demise or the need for long-term care should not have to hurt your company revenues or spoil your family’s future. More
Smaller businesses can also offer employer-funded and managed defined benefit retirement plans like those provided by large institutions. More
A special retirement account that funded with post-tax income requiring no up-front tax deduction with contributions and distributions are tax-free. More
Competitive compensation design attracts best-in-class executives to build their wealth over the long term along with company loyalty and longevity. More