JR KATZ has a history of working collaboratively in areas which have a natural affinity to our insurance anchored solutions. This allows us to offer an expansive menu of resources through an unrivaled network of strategic partnerships.

Our approach reflects a holistic understanding of the issues and concerns our clients face every day. We recognize that solutions are not crafted in a vacuum, and apply it with innovative and intelligent thinking to the following areas​​

Corporate Benefits

 Our history includes working with successful entrepreneurs and has equipped us to understand the true cost of corporate benefits plans. Our continuing relationship with PartnersFinancial allows us to assist in the implementation, monitoring and adjustment of employee benefits such as medical plans, disability coverage and wellness programs.


Retirement Planning

We can connect our clients with resources that provide services ranging from designing and implementing simple 401(k) Plans to the complex administration and reporting requirements of Defined Benefit Pension Plans. Our clients have found even greater value in the visionary thinking brought to the table by our strategic partners; thinking that goes beyond the numbers to add value to the lives of executives key to the success of a business.

Risk Management

Our long association with high net worth clients and Family Offices has rewarded us with insight into the issues of liability exposure and asset protection. Our risk management collaborations include Personal Lines specifically tailored to suit these unique and wide ranging necessities, delivering complete solutions that offer value along with peace of mind.

For more information on related capabilities contact us today.




Wealth Transfer

Executive Benefits

  • Retirement and Risk Management

Related Capabilities

  • Corporate Benefits, Retirement Planning, and Risk Management

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services 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) in which they are properly registered and/or licensed.