Marty Katz Email & Phone Number

Financial Equilibrium Financial Services - IPC Investment Corporation acts as a financial resource for our clients and specializes in financial, retirement, and estate planning.Sound Financial Planning will establish personal and financial goals and create a path to reach these goals. This ongoing process involves taking stock of all your current resources, developing a plan to maximize them and carrying it out in order to achieve your short and long term goals.Our Retirement Planning will provide you with a sound strategy that will carry you right through retirement - confident in the knowledge that your finances will support your lifestyle.Estate Planning can help you leave a legacy to the ones you love that reflects your wishes and gives purpose to what you’ve accomplished in your life. It ensures your loved ones are cared for after you’re gone.We continue to be a valuable asset for our clients and pride ourselves on our accessibility and relationship-based business approach. We will, consistently, contribute detailed financial planning, prudent wealth management advice and integrity based solutions.Our clients recognize the importance and necessity of protecting themselves and their family. They understand that life can offer challenging circumstances to their health and financial well-being. And while the majority of these challenges are unexpected, our clients are looking to find some measure of protection and assurance, when these challenges occur.That is where Financial Equilibrium Financial Services - IPC Investment Corporation comes in. Our experience and knowledge of insurance products enable our clients to select the right ones. We provide our clients with the best possible protection to meet their needs.Insurance products available through Fineq Financial Services Ltd.

Listed skills include Wealth Management, Investments, Strategic Financial Planning, Life Insurance, and 13 others.

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  Red River College

  Business Adminstration