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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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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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

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.

 

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Shows how transfer-on-death designations help avoid probate costs.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate the future value of your current savings.

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