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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Calculators

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

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