Our Services

No matter where your finances currently lie or what you wish them to be in the future, at Katchen Financial Group we have the knowledge, and experience,  necessary to help you or your business plan your financial future. Whether it is college, retirement, or your estate, we can help you achieve your goals by offering the best products and services available in the marketplace. Our plans are fully customizable to your particular needs, which include the following products and strategies:

 

  • Annuities (fixed, indexed, or variable)
  • Income replacement insurance (formerly known as Disability Insurance)
  • Life Insurance to protect your (home, family and business.)
  • Long Term Care insurance needs
  • College Saving Plans (529, etc)
  • Retirement Planning  (401k, IRA, ROTH etc.) 
  • Business planning 
  • Home and Auto Insurance
 
Not only do we help you select specific products to match your needs, but we also consider your risk tolerance, time horizons, and previous financial history to find the best suited products for you, your family, and business.