Intelligence

Strategic Life Insurance for High Net Worth Individuals

If there's one thing that JR KATZ financial professionals have, it's experience. For almost 40 years we have guided generations of families, individuals and businesses in their financial endeavors.   Read More

Asset Protection through Tax Planning

The secret behind the success of JR KATZ’s clients is found in their unique perspective on insurance and how it can work for you to protect and promote your wealth and legacy. Our financial professionals are your strategic partners, dedicated to advocating you and your brand through all stages of tax planning, asset protection, and wealth management.   Read More