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Jeffrey Katz

Our Services

  • Income Protection
                Life Insurance
                Disability Income Insurance Protection
                Long-Term Care Insurance                                  

  • Retirement Planning
                Individual Retirement Accounts
                Roth Individual Retirement Accounts
                Tax Deferred Annuities (Fixed/Variable/Index)
                401(k) / SEPs and SIMPLEs
                Pension & Profit Sharing Plan

  • Business Planning
                   Executive Compensation            
                Employee Stock Ownership Plans / Deferred Compensation Plans 
                Supplemental Executive Retirement Plans           

  • Estate Planning
                Survivorship Life Insurance
                Charitable Asset Replacement
                Generation Skipping 

  • Employee Fringe Benefits 
               Health Insurance 
                Long and Short Term Disability Income Insurance
                Dental Insurance          

     

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