New York, Cedarhurst, East Rockaway, Great Neck, Hewlett, Inwood, Jericho, Lawrence, Locust Valley, Lynbrook, Manhasset, Old Westbury, Port Washington, Roslyn, Roslyn Heights, Woodmere
S K Management Consultants works with an exclusive group of people who are serious in their efforts to take the mystery out of managing risk, preserving their wealth and preparing for retirement and eventual wealth transfer.
We are large enough to provide ample resources yet small enough to deliver a highly personalized service to each unique client.
Together with you we will create, implement and monitor a unique plan designed to help you attain your specific objectives. When choosing the optimal long term strategy and developing the near-term tactics for your plan, we consider, among other factors, your:
cash flow requirements
Leonard N. Katz, CRC®, RFC®, MFP™
Specializing in conservative investing for almost 30 years as a strategist, financial advisor and portfolio manager to individuals, corporations and institutions, Leonard has been a consultant to more than 600 investment professionals across the country. He has participated, both as a presenter and panelist, in seminars conducted for financial planners, brokers and other financial executives, as well as retail investors. For 15 years he authored an in-house Broker/Dealer monthly column, Fixed on Fixed Income for distribution to the associated professionals of Broker/Dealer organizations. The Paladin Registry had accorded him their coveted financial planner/advisor Five Star* quality designation.
Financial Industry Regulatory Authority (FINRA, formerly NASD and NYSE regulatory arms) Series 7, 53, 63 and 65 licenses.
State of New York Insurance Department-Licensed Agent for Life, Accident & Health Variable Life/ Variable Annuities. Certified to market and sell New York State Partnership for Long Term Care Insurance.
International Foundation for Retirement Education-Certified Retirement Counselor®.
International Association of Registered Financial Consultants, Inc.®-Registered Financial Consultant®.
American Academy of Financial Management-Master Financial Professional™.