Chani Katzman
No reviews yet · Serves Nationwide · Specializes in Business Owners/Entrepreneurs
We help our clients live a life by design, not default.
Services
- 401(k) & IRA Management
- Cash Flow Management
- Education Planning
- Family Wealth Transfer
- Investment Management
- Philanthropic Planning
- Portfolio Rebalancing
Pricing
- AUM-Based Fee — 1% of AUM