Katz Financial LLC
Advanced Financial Strategies for Business Owners
Irving Katz helps family business owners prepare for long term family business succession. He demonstrates how to plan for future generations.

As a business owner,
Consider these questions?

Has my family accumulated assets outside of the business to protect them against business problems that could wipe out my family’s income?
If I died suddenly, who will run my business? Is the successor, key person, or buyer in place and locked in?.
Is there a business succession and business continuity agreement in place? Are those wishes also explicit in my trust?
Services

Family Business

Asset Protection
Tax Reductions
Business Coaching
Services Offered.

Financial Engineering

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Financial Planning Tools
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Tax Reduction Strategies
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Premature Death
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Asset Protection
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Wealth Accumulation
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Pensions

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Roth-IRA
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Business Coaching
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Katz Financial LLC. if you are looking for a financial services company that has plenty of experience and a knack for delivering consistent results; then you don’t need to look any further than Katz Financial LLC.

Testimonials.

“I love Irving. I don’t know what else to say. I couldn’t have asked for more than this.”

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“Divi is worth much more than I paid. I don’t always clop, but when I do, it’s because of Irving.”

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