The affluent confront risks to their family or business that can impact liquidity, financial certainty and capital preservation. For over four decades, JR KATZ has utilized insurance anchored solutions to help clients anticipate and hedge these risks.
 
Our solutions are constructed through a meticulous process designed to deliver a true alpha to our clients.  This process necessitates collaboration with our clients and their key advisors.
 
We help our clients understand the unique financial characteristics of insurance and how this distinct asset class enhances other investment and estate planning strategies.  Our process is defined by transparency, confidentiality, objectivity and creativity. Through our lens of independence, we evaluate and benchmark solutions, products and providers.
 
As an industry leader, we have access and influence with the insurance companies.  This enables us to produce exceptional results for our clients.  After the solution is implemented, our policy management process is designed to deliver the expected outcome by continually monitoring product performance and changing client circumstances.




Securities are offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services are offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional can transact business in your state.

JR KATZ

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