Biography

ABOUT DAVID KATZ

Since 2014, David has helped hundreds of families protect income and assets, supplement estate plans, and provide loved ones with guidance in the wake of chaos at the onset of a long-term care event.

Motivated by caring for his parents with long-term care, David moved from a successful career in the marketing world to focus on helping families prepare for a long-term care event.

David takes a systematic approach to helping his clients, which begins with long-term care education, understanding each client’s objectives and providing individualized solutions to meet each family’s needs.

In addition to his individual practice, David provides LTC counseling to Financial Advisors, Estate and Elder Law Attorneys and CPAs.

David lives in Easton, CT with his wife Elizabeth, where he raised his two boys. He is active in the Easton community, serving as a Justice of the Peace, a town Constable and is on the town Fire Commission.