Emily Katz
Phone: 9105201428
Alternate:
katzlegacyfinancial.com

Emily Katz

Key Leader



Wilmington, NC 28411

MY STORY

Emily Katz specializes in comprehensive financial planning services, including estate planning, tax mitigation strategies, secure retirement growth, and tailored financial approaches for retirement using the innovative Bucket Plan approach. With a focus on Life Insurance for all stages of life, Emily helps clients navigate the complexities of financial planning by implementing the Bucket Plan strategy, which involves dividing retirement assets into three distinct buckets: liquidity, income, and growth. This approach allows clients to effectively manage market volatility, maintain liquidity for short-term needs, and secure a sustainable income stream throughout retirement, ensuring peace of mind and financial stability for the future.

OUR MISSION

Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none. Our operating credo is: "Your clients don't care how much you know until they know how much you care." We take a personal interest in each and every one of our clients. We believe that knowing our clients' wants and needs is the foundation to recommending the best financial strategies that will provide exactly what each client wants.