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Individual Financial Planning

The current economic environment is complicated. Managing your investments and planning for retirement can be stressful and we are here to work for you and provide unbiased advice and custom solutions for your individual needs.

On-Staff Expertise

Individuals will sit down with a licensed professional who conducts an extensive review of their financial profile with custom analysis on a range of financial needs including:

  • Retirement Assets
  • Non-Retirement Assets
  • Investment Selection
  • Life Insurance
  • 529 College Planning
  • IRA Rollovers

The K Corporation Contact Information

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Lawrence Katz, CLU, ChFc, MsFs

Principal

(713) 481-0708

(713) 840-1747

lgkatz@financialguide.com

Lawrence G. Katz, CLU, has been working with individuals and their families for over 65 years. He is a Principal and the Founder of The K Corporation. Larry has extensive experience working with individuals and businesses of all sizes,...

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Walter Katz, CFP®

Principal

(713) 840-7300

(713) 840-1747

wkatz@financialguide.com

Named Principal in 1988 Founded STEP Strategies in 1994 Owned TPA firm from 1987 to 2009 Specializes in retirement plan design; implementation of risk-based insurance and investment products for individuals and businesses; and,...
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Azeneth Rivera, MBA

Financial Planning Assistant

(713) 840-7300 ext. 111

(713) 840-1747

arivera@borntoretire.com

What I do really well: Working with diverse clients in the beautiful city of Houston, the work that I do ensures that each day might be different than the one before which requires adaptation. Being a team player at our small firm and...
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Joana Diaz

Retirement Plan Assistant

713-840-7300

jdiaz@borntoretire.com

What I do really well: Asking a million questions about something, much to everyone’s dismay. Haha. My curiosity drives me to learn a lot about the 401(k) world and I also work great with the team here at The K Corporation to...
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Juan Carlos Ruiz Lopez

Financial Services Professional

713-840-7300

jruizlopez@financialguide.com

Juan Carlos Ruiz Lopez Individual Biography

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