Paul Katz,Financial Planner, Barnum Financial Group

Paul Katz,Financial Planner, Barnum Financial Group A holistic approach to Financial Planning. I deliver advice, knowledge, solutions, and service to enable you to live a financially confident life.

I guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy. I partner with you to anticipate and solve financial problems to make your life easier and more secure. I help you optimize your financial situation by capitalizing on opportunities, dealing with uncertainties, managing risk and anticipating challenges. My areas of focu

s include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies. In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together. QUALIFICATIONS
· 23 times Leaders Conference Qualifier while at MetLife
· 13 times Presidents Conference Qualifier while at MetLife
· Over 40 years in the Financial Services industry
· Achieved the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Estate Planner (AEP), and Master of Science in Financial Services (MSFS) designations
· Licensed to sell Investments, Life, Accident and Health insurance**, Long-Term Care insurance, Auto and Home insurance*

I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. 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, Tel: 203-513-6000. *Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MML Investor Services, LLC. **Some health insurance products offered by unaffiliated

12/25/2025

Remove from Barnum financial group please

Life insurance means your kids are protected should the worst happen. Get in touch with me to learn how.
12/12/2022

Life insurance means your kids are protected should the worst happen. Get in touch with me to learn how.

Can you believe that the average inflation rate for the past 20 years is 2% and the inflation rate for the last 12 month...
11/28/2022

Can you believe that the average inflation rate for the past 20 years is 2% and the inflation rate for the last 12 months is 8.5%? Learn how a variable annuity can help you keep pace with inflation – contact me today.

10/31/2022

Life insurance helps protect those you love after you’re gone.

Every 7 seconds, Americans suffer a disabling illness or injury. Talk to me about disability income insurance today.
06/20/2022

Every 7 seconds, Americans suffer a disabling illness or injury. Talk to me about disability income insurance today.

Your retirement plan isn’t complete until you’ve looked into getting the insurance you need, including life insurance, d...
02/28/2022

Your retirement plan isn’t complete until you’ve looked into getting the insurance you need, including life insurance, disability insurance and a plan for long-term care:

Your retirement plan isn’t complete until you’ve looked into getting the insurance you need, including life insurance, disability insurance and a plan for long-term care.

Retirement today looks different than it did for our parents. Odds are, your retirement plan will look different, too.
02/28/2022

Retirement today looks different than it did for our parents. Odds are, your retirement plan will look different, too.

Retirement income strategies to help maximize your income in today’s retirement realities.

Creating a financial plan for every phase of your life is important. Here are a few tips to help you get started!
01/27/2022

Creating a financial plan for every phase of your life is important. Here are a few tips to help you get started!

Everything changes when your financial plan includes other people. Here are a few tips for creating a family financial plan.

Markets go up AND down. In times of high volatility, take a breath, and take a look at the diversification of your portf...
01/27/2022

Markets go up AND down. In times of high volatility, take a breath, and take a look at the diversification of your portfolio.

Sudden market drops point up the value of long term investing horizons and diversification.

Need another reason to lace up those sneakers? A recent study provides new guidance on how often and how far you should ...
01/13/2022

Need another reason to lace up those sneakers? A recent study provides new guidance on how often and how far you should run to improve your health. (It’s better than you think!)

A longer life span is one potential health benefit of running, but consistent exercise may also contribute to emotional wellness and quality of life.

Address

565 Taxter Road
Elmsford, NY
10523

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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