Major financial risks we watch for our clients include:

• Outliving your savings
• Losing your savings to market risk
• Overpaying for taxes
• Being too conservative or too aggressive
• Not investing at all

Our approach uses risk-based modeling, personalized strategies, and diversification across sectors and asset classes. We match clients to strategies with clear objectives, realistic assumptions, and flexible solutions.

If you would like to revisit your current risk exposure, asset allocation, or time horizon, please don’t hesitate to reach out to us. We’re always happy to run a scenario or stress test your financial plan.

Sincerely,

Katz Family Financial