Lawrence Katz

Lawrence Katz

Principal & Founder

Phone: (713) 840-7300 Ext 16
Fax: (713) 840-1747


Lawrence G. Katz, CLU has been working with individuals and their families for over 50 years.  He is a Principal and the founder of The K Corporation.

 

Larry has extensive experience working with individuals and business owners, large and small, assisting them in managing their unique financial situations.  He helps pre and post retirees navigate through the myriad of personal and financial decisions they may face.

 

Larry specializes in the fields of estate planning, life insurance planning, business continuation planning and implementation and design of 401(k) and defined benefit plans.  Larry takes the time to listen and understand the objectives and life values of his clients so they might achieve their goals and what is really meaningful in their lives.  This has resulted in long lasting relationships with his clients.

 

Larry is a 50 year Life & Qualifying member of the Million Dollar Round Table (MDRT), a member of the Houston Association of Insurance and Financial Advisors, and the Society of Financial Service Providers.  He received the National Quality Award for 40 consecutive years of service and was awarded the prestigious Woodson Award by the Society of Financial Service Professionals, Houston Chapter.  Larry received his bachelor’s degree (BA) from Rice University, his Master of Science degree (MSFS) from The American College, and studied and obtained his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College