Katz Zlotnick & Associates

 

 

Katz Zlotnick & Associates
Financial Consultants to Businesses
 
Creating Solutions for the Business Owner
 
Katz, Zlotnick & Associates is a highly successful, independent benefits and financial services consulting firm.  We help clients make the important connections between risk management, benefit programs and personal wealth management. Think of us as the navigator of your business. For over 30 years we have provided the specialized experience and services to create the solutions businesses like yours need to maneuver the financial seas,
 
We are committed to an uncompromising level of personal service, problem solving and accountability.
 
We work with:
 
Closely Held Businesses 
Tax Professionals
Corporate Clients
 
Solutions and services in three distinct areas:
 
Pension Consulting
Employee Benefits
Personal Wealth Management
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

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