Broker Check

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

Lawrence Katz, CLU, ChFc, MsFs

Principal

(713) 481-0708

(713) 840-1747

[email protected]

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

[email protected]

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

[email protected]

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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Karla Acosta

Retirement Plan Assistant

713-840-7300

713-840-1747

[email protected]

What I do well: I always strive to do better and always be there for my team. I am also a great believer of ethics. Ethics is very important to have within the financial services industry and greatly needed when working with...

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Joana Diaz

Retirement Plan Assistant

713-840-7300

[email protected]

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

[email protected]

Juan Carlos Ruiz Lopez Individual Biography

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