Katz Financial Services

Financial planner in Hopedale, MA (show on map)

Katz Financial Services offers comprehensive financial planning, retirement, estate, and risk management services to help clients achieve their financial goals.

Call (508) 308-6050

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About

Katz Financial Services is a full-service financial firm offering retirement planning, tax management, estate planning, risk management, education funding, investment planning, and employee benefits consulting. Led by Jeffrey A.

Katz (CLU®, ChFC®, RICP®, AIF®) and his team, the firm utilizes a five-step process to create customized financial plans tailored to each client's goals and objectives.

Comprehensive financial planning approach

Personalized five-step process

Team of certified financial professionals

Services

Retirement Planning

Helping clients maximize employer-sponsored retirement plans, IRAs, and manage assets before and during retirement.

Maximizing employer-sponsored retirement plans Determining retirement income needs Managing pre-retirement and retirement assets

Tax Management

Identifying strategies to reduce current and future tax burdens and referring clients to qualified tax specialists.

Tax reduction strategies Referrals to qualified tax specialists

Estate Planning

Reviewing wills and trusts, preserving estates for heirs, managing beneficiary designations, and reducing estate taxes and probate costs.

Wills and trust reviews Beneficiary designation management Estate tax reduction strategies Probate cost minimization

Risk Management

Reviewing and recommending insurance policies to protect clients from financial risks.

Insurance policy reviews Policy recommendation and adjustment Finding best policies for client's situation

Education Funding

Recommending investment and accumulation strategies to help clients pay for their children's education.

Investment strategy recommendations Accumulation strategies for education savings

Investment Planning

Determining asset allocation needs, understanding risk tolerance, and recommending appropriate investment vehicles.

Asset allocation determination Risk tolerance assessment Investment vehicle recommendations

Credentials & Certifications

CLU®

ChFC®

RICP®

AIF®

Frequently Asked Questions

Will you put my best interests above others? +

An advisor should be able to provide clear and concise answers to all of those questions. In addition, any AIF® Designee should be able to describe how their relationship with you will operate and list the resources and tools that are incorporated into their business practices.

Will you act with prudence; that is, with the skill, care, diligence and good judgment of a professional? +

Will you provide conspicuous, full of fair disclosure of all important facts? +

Will you avoid conflicts of interest where possible? +

Will you fully disclose and fairly manage unavoidable conflicts? +

Will I be able to retire early? +

Katz Financial Services is committed to helping you pursue your long term financial goals. With a focused background in retirement planning and estate planning, KFS can help you answer the questions you may have about your financial future, such as: Will I be able to retire early? How much money will I need in order to retire? How much life insurance do I need? Life Insurance Calculator How can I get the most out of my 401(k)? How should I save for my children's college? Do I need disability insurance? Long-term care? Do I need to adjust my portfolio to keep up with inflation? What is the best choice for me to make regarding social security? How do I ensure that my children will receive as much as possible from my estate? What do I need to know about wills, trusts and probate?