# The K Corporation — Born to Retire

> Family-run financial planning, retirement, 401(k) consulting, investment, and risk-management firm in Houston, Texas. Serving individuals, families, business owners, and employers since 1975.

The K Corporation is a Houston-based, family-run financial planning firm founded in 1975 by Lawrence "Larry" Katz and now led by his son Walter Katz, CFP®. The firm serves individuals, families, business owners, and employers with comprehensive financial planning, 401(k) and retirement plan consulting, investment advisory, and risk-management strategies. Its brand promise is: Save. Protect. Grow. Spend with confidence. The team operates as a fiduciary partner grounded in five decades of client relationships and a deep commitment to compliance-first, education-driven advice.

## About the firm

- Name: The K Corporation
- Also known as: K Corp, Born to Retire
- Founded: 1975
- Headquarters: 1401 Richmond Avenue, Suite 200, Houston, TX 77006
- Phone: +1 (713) 840-7300
- Website: https://borntoretire.com
- Founder: Lawrence "Larry" Katz (Rice University 1950, U.S. Air Force veteran)
- President: Walter Katz, CFP® — CERTIFIED FINANCIAL PLANNER™ professional, second-generation leader
- Team: Kimberly Fredericks (Financial Advisor), Azeneth Rivera and Joana Diaz (Client Services)
- Regulatory transparency: FINRA BrokerCheck-verified professionals

## Who we serve

- Individuals and families planning for retirement, college, and legacy
- Pre-retirees and retirees seeking income and tax-efficient distribution strategies
- Business owners planning continuity, key-employee retention, and succession
- Employers and plan sponsors who need a fiduciary 401(k) or retirement plan advisor
- Executives and professionals seeking coordinated wealth planning

## Why clients choose The K Corporation

- 50+ years of continuous service in Houston (since 1975)
- Second-generation, family-run leadership with long-tenured client relationships
- Fiduciary approach and CERTIFIED FINANCIAL PLANNER™ leadership
- Comprehensive services: retirement, 401(k), investments, insurance, business planning
- Compliance-first process with FINRA BrokerCheck-verified professionals
- Education-driven: extensive resource center of videos, articles, and calculators

## Pages

- [Home](/): Save. Protect. Grow. Spend with confidence — an introduction to The K Corporation's approach.
- [About](/about): The firm's history, values, and the legacy of founder Lawrence "Larry" Katz.
- [Services](/services): Overview of 401(k) consulting, holistic planning, risk management, investment strategies, financial planning, and business-owner solutions.
- [401(k) & Retirement Plan Consulting](/401k-retirement-plan-consulting): Retirement plan design, investment lineup selection, fiduciary oversight, and participant education for employers and plan sponsors seeking a trusted 401(k) advisor.
- [Holistic & Comprehensive Planning](/holistic-comprehensive-planning): Integrated planning across cash flow, taxes, investments, protection, and legacy.
- [Risk Management & Protection Planning](/risk-management-protection-planning): Life, long-term care, and disability income strategies.
- [Investment Planning](/investment-planning): Personalized investment strategies and portfolio guidance.
- [Financial Planning](/financial-planning): Roadmaps for retirement, education, taxes, and major life decisions.
- [Business Owners](/business-owners): Executive benefits, succession planning, and key-person strategies.
- [Licenses](/licenses): Professional licenses and affiliations.
- [Client Login Sites](/client-login-sites): Secure portals for clients and retirement-plan participants.
- [Contact](/contact): How to schedule a call or send a message to the team.

## Resource Center

- [All Videos](/resource-center/videos): Educational videos on retirement, investing, insurance, estate planning, taxes, money, and lifestyle.
- [Retirement](/resource-center/retirement): Articles and videos about retirement income, Social Security, and planning.
- [Investment](/resource-center/investment): Investment principles, behavioral finance, and portfolio strategy.
- [Insurance](/resource-center/insurance): Personal, liability, life, and business insurance topics.
- [Estate](/resource-center/estate): Estate management and legacy planning essentials.
- [Tax](/resource-center/tax): Tax strategies and tax-efficient investing considerations.
- [Money](/resource-center/money): Budgeting, saving, and smart money management.
- [Lifestyle](/resource-center/lifestyle): Balancing work, leisure, and long-term financial goals.
- [All Calculators](/resource-center/calculators): Calculators for retirement savings, Social Security, investment growth, insurance needs, college savings, and debt payoff.