The K Corporation · Est. 1975
Save. Protect. Grow.
Spend with confidence.
Feel secure, confident, and joyful as you navigate your Financial Mountain.
Our approach is both strategic and outcome-driven. Helping employers design and manage a retirement plan that aligns with business goals, fiduciary responsibilities, and budget.
At the same time, we focus on employee success—guiding participants toward achieving a meaningful retirement, which we define as replacing at least 70% of pre-retirement income.
Designed to integrate every aspect of your financial life with your personal values and long-term goals.
Safeguard your financial plans through strategic use of life insurance, long term care insurance, and disability income insurance.
Our goal is simple: protect income, preserve assets and ensure that investment accounts are not forced to be liquidated at the wrong time or for the wrong reason.
Personalized investment strategies designed to grow wealth in alignment with each client's goals, risk tolerance and time horizon.
Utilizing a range of solutions—including: brokerage and managed accounts, risk based portfolios, and annuity options with protective features—to help clients grow assets without taking unnecessary risk.
This is the growth engine of planning, custom-built to help you invest with confidence and stay on track, even through uncertain markets.
401(k) & Retirement Plans
Our approach is both strategic and outcome-driven. Helping employers design and manage a retirement plan that aligns with business goals, fiduciary responsibilities, and budget.
At the same time, we focus on employee success—guiding participants toward achieving a meaningful retirement, which we define as replacing at least 70% of pre-retirement income.
Holistic & Comprehensive Planning
Designed to integrate every aspect of your financial life with your personal values and long-term goals.
Risk Management & Protection Planning
Safeguard your financial plans through strategic use of life insurance, long term care insurance, and disability income insurance.
Our goal is simple: protect income, preserve assets and ensure that investment accounts are not forced to be liquidated at the wrong time or for the wrong reason.
Investment Strategies
Personalized investment strategies designed to grow wealth in alignment with each client's goals, risk tolerance and time horizon.
Utilizing a range of solutions—including: brokerage and managed accounts, risk based portfolios, and annuity options with protective features—to help clients grow assets without taking unnecessary risk.
This is the growth engine of planning, custom-built to help you invest with confidence and stay on track, even through uncertain markets.
In Loving Memory
Lawrence "Larry" Katz
Founder, The K Corporation
"A company should serve its community with honesty, dedication, and care."
Lawrence Katz established The K Corporation on that belief. Drawing on the lessons of perseverance and responsibility he learned early in life, he built a business defined by trust and strong relationships. His vision laid the foundation for who we are, and his legacy remains at the heart of our mission.
Welcome to The K Corporation
Whether you're managing the day-to-day needs and fiduciary responsibilities of a retirement plan as an employer, or seeking customized solutions for your personal and family goals, we can help guide you.
Watch & Learn
Your Financial Mountain
A short look at how we help clients view their financial journey — the climb, the summit, and the descent — so you can navigate each stage with clarity and confidence.
Complimentary Guide
8 Timeless Principles of Investing
Markets change. Sound principles don't. Download our complimentary guide to the eight investing ideas that have stood the test of time — and learn how they apply to your goals today.
Are You Ready?
Take the First Step.
Individuals & Families
If you believe you could benefit from working with a financial professional, let's review your portfolio, trajectory, and goals to see if we're a good match.
Plan Sponsors & Business Owners
If you'd like a review of your company's 401(k), or help choosing the right plan — 401(k), SIMPLE IRA, SEP IRA — give us a call.
Resource Center
Insights to help you climb.
