Schatz and Associates is a specialty consulting firm rendering services to its clients for business and personal estate planning purposes focused specifically in the areas of estate, trusts, business, tax planning, insurance, investment and elder care.
The premise and purpose of Schatz and Associates is to provide clients with one over arching relationship that can evaluate and answer questions, help determine a plan and provide detailed information and recommendations on how best to execute on that plan. Once the Client’s needs, goals and objections have been discussed and determined, Schatz & Associates advocates the team approach in planning by referring clients to known and qualified Certified Public Accountants, Attorney’s, Insurance Agents and Financial Planners or others who can fulfill the client’s needs. These professionals would prepare necessary documents, render further tax advice, legal advice, broker investment buys or sells or assist in various phases of insurance, annuity or retirement account acquisitions specific to their area of expertise.
Schatz and Associates would continue working with the client monitoring the engaged professionals until the client’s goals and objectives have been fulfilled.
Ken Schatz started Schatz & Associates in 2002 when he observed a gap in a clients need for personalized professional services as each profession, whether legal, accounting, tax, investment, insurance, retirement or elder care, refused to give advice or make recommendations to another professional area and were reluctant to make referrals to the other qualified professions. The consulting services Schatz & Associates offers is based solely on what is best for the client without concern for providing professional advice, license infringement or repercussions from other professionals. Schatz and Associates does make referral recommendations to members of other professions and will accompany the client to the professional, make introductions, review with the professional the goals, objectives and desires of the client. Schatz and Associates will also follow up with the professional to define plan progress and report back to client.
