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PAUL KATZ , AEP®, CLU®
ChFC®, MSFS

66 OLD WELL ROAD 

PURCHASE, NY 10577

Phone:

914 582 6166

E-mail:

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Videos

We have interesting videos for you to watch on my site.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

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 914 582 6166

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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How much do you need to save each year to meet your long-term financial goals?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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

Determine whether you should consider refinancing your mortgage.

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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