Since the company’s inception, Katana Securities has utilized their unique prosperity planning strategy to help clients surpass their financial goals.
2/03/2015 – With Katana Securities‘ prosperity planning model, day to day investment decisions are made within the context of a long term outlook to profit maximization. Investment professionals ask their clients where they would like to see their finances in the short and long term. Major life and lifestyle changes are taken into consideration. This ensures that funds are always available when needed, whether for a child’s education or a retirement cruise.
Thanks to Katana Securities prosperity planning strategy, the company has helped clients realize their financial dreams. Whether enjoying early retirement or traveling the world, these successes are a direct result of structured prosperity planning in partnership with our investment experts.
Please read this notice carefully. The information contained in this document is communicated by Katana Securities in accordance with the following terms and conditions. By accessing this information, you will be deemed to have accepted the terms and conditions in this disclaimer in full. If you do not accept these terms and conditions please do not continue to access this information.
The distribution of this content in certain jurisdictions may be restricted by law. Persons in possession of this information are required to inform themselves about and to observe any such restrictions. You hereby acknowledge and warrant that you are not breaching any relevant laws (including securities laws) by accessing this information in such jurisdiction. You should not rely on any information contained here in making an investment or other decision but should obtain appropriate and specific professional advice in connection therewith. In making any investment decision, you must rely on your own examination of the facts, including the merits and risks involved in an investment. Nothing contained here constitutes or should be construed to constitute investment, legal, tax or other advice. The information contained here shall in no way be construed to constitute a recommendation with respect to the purchase or sale of any investment.
While Katana Securities may update this information from time to time, its content is provided for information purposes only with no representation or warranty, express or implied byKatana Securities or any of its officers or advisers as to its accuracy or completeness or that it is up to date, and it should not be relied on as such. Further information can be found at the company website katanasecurities.com.