Meet Irving R. Katz, Financial Strategist

Irving has been a Financial Strategist 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.”

	To implement the best plans for his clients, Irving teams with the client’s 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 and Business Planning.
	Irving’s focus is on helping his clients create, preserve and distribute business and personal assets.  His success has been guided by a strong commitment to meeting each client’s business and personal financial needs.

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.

Contact Irving Katz for your free consultation!

To learn more about Irving, click here

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