The pursuit of financial success begins with a plan
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to build your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are properly invested. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.
Our disciplined planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life, while also keeping a watchful eye on today’s complex domestic and global markets. In our experience, that’s the best way to customize a comprehensive, diversified portfolio that is flexible enough to meet your needs now and in the years to come.
Our financial plans offer a high degree of personalization that matches your investments to your goals and ability to take on risk. We analyze each potential opportunity to find just the right ones for you, your family and your goals, while also helping to manage your liabilities so you feel confident in your complete financial picture.
The result is a financial plan that is as dynamic, vibrant and enduring as the lifetime of achievement it represents. Simply put, we believe our business is people and their financial well-being, and we are as committed to your success as you are.
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Realistic goals provide the foundation for a solid financial plan. That is why it is important to codify your own. They can include educators for children, a second home, your income needs in retirement, your philanthropic interests, and plans for your estate. Because no two people are the same, building a financial plan around your specific goals creates a plan that is uniquely yours. We will work closely with you to identify and define your near- and long-term goals, check for goals that may conflict and work to resolve conflicts that arise. Even more important, we’ll set metrics with which to define success and adjust your plan as necessary.
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Along with a complete picture of your goals and time horizons, a personalized plan must incorporate current assets and liabilities in order to establish your net worth and review it throughout the years to come. We also consider your comfort level with risk so investments can be made accordingly. If applicable, consideration is also given to consolidating accounts to make finances and cash flow easier to track and manage.
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Finally, we believe a financial plan should be as dynamic as the life it represents. Things change, priorities sometimes shift and new opportunities wait just over the horizon. That is why we review your plan’s progress relative to your defined objectives. Should changes need to be made, we rely on myriad resources and experts to help guide our decision process and also to suggest appropriate actions or strategies. Together, we can review the options and make objective decisions. To keep you apprised, we provide reporting of your account activity and conduct reviews. Because we are truly partners in this important endeavor, we also rely upon you to communicate any significant changes in your life.
DAVID I. KATZ, AIF® , AAMS ®
MANAGING DIRECTOR AND FINANCIAL ADVISOR
David Katz is a renowned financial advisor with over 30 years of experience in helping clients achieve their personal and career goals. He is passionate about developing and implementing financial plans tailored to his clients' unique needs.
Why Choose David?
- Experience: Over three decades guiding clients through all market conditions.
- Expertise: Specializes in financial issues faced by Professionals, Executives, Doctors, and Dentists.
- Personalized Strategies: Offers tailored advice to meet your unique financial needs.
- Client Centric Approach: Active listener who clarifies, diagnoses, and prepares clear paths of options.
David is also the author of two influential books:
- "A Financial Prescription for Doctors and Dentists: Strategies for Achieving Your Personal and Career Goals" (2015)
- "Beyond Performance: How Financial Advisors Deliver Added Value to Their Clients" (2018)
Get a Second Opinion on Your Financial Plan
We develop a comprehensive financial plan to create an investment strategy focused on long-term goals and objectives, striving to mitigate market risk.
Contact Us for a Complimentary Financial Checkup
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