Financial Planning Specialists | Orange County, CA | small business help

https://katzfinancialllc.com| This video is about Katz Financial and what we do.





Irving has been a Financial Strategist/Family Business Coach for 40 years. 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 and Estate planning for his 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, MBA, MSFS, CHFE, CLU received his MBA in Finance & 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.



Our Small Business Services:



Business Financial Planning

Tax Reduction Strategies

Premature Death or Disability

Asset Protection

Wealth Accumulation

Pension Plans

Roth-IRA

Succession Planning



Locations Served:



Irvine,CA,Orange County,CA.Newport Beach,CA,Costa Mesa CA,Laguna CA,



Katz Financial LLC

San Clemente, CA 92673

info@katzfinancialllc.com

https://katzfinancialllc.com/

714-350-5326



Facebook: https://www.facebook.com/Katz-Financial-304506183342581/

Blogger:  https://katzfinancial.blogspot.com/

Twitter:  https://twitter.com/IrvingKatz2



Related Information:  https://katzfinancialllc.com/about/