Paul Katz AEP®, CLU®, ChFC®, MSFS

Paul Katz, AEP®, CLU®, ChFC®, MSFS

Welcome and thank you for visiting!

My goal is to provide families and business owners with assistance in building their 
financial freedom. I have the skills, knowledge and experience required to help meet my client's financial and life insurance goals.
 
My personal goal is to become a lifetime source for each and every client.
I look forward to hearing from you. Please call for immediate assistance 914 372-2875.
 

Contact Information:

Barnum Financial  

565 Taxter Road suite 625 6th Floor
Elmsford, NY 10523
 

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 6 Corporate Drive Shelton, CT 06484

 

CRN202112-257874 

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    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck