Innovative Legacy Solutions
The
Catalyst 360 Process
Determine Goals
By utilizing our Catalyst 360 process, we are able to deliver an innovative approach to your financial wellness. We build trust and encourage collaboration, accountability, and transparency. We work as a team to help you achieve your life goals.
Manage Risk
Your most valuable asset is your ability to earn an income. Your income generates your cash flow, which determines what your lifestyle will be. What if you can’t work due to illness or injury, or die unexpectedly and your income is lost? Your plans should always begin with a foundation of insurance protection to manage risk.
OUR SERVICES
Plan for Retirement
Do you have a long term investment strategy? Are you on track to retire when and how you want to? Do you have a plan to take income from your retirement assets? We can help you with investment strategies that account for your unique financial situation and consider your objectives, goals and fears.
INVESTOR 360
Plan for Your Legacy
A well-designed estate plan can help preserve your wealth and minimize tax liability. It can also fund a favored charity, help ensure your loved ones will be cared for, and provide you with the peace of mind that you will be remembered the way you want to be.
GET STARTED
TULSA
Office: 918-524-6319
Fax: 866-712-8849
2200 South Utica Place, Suite 400
Tulsa, OK 74114
[email protected]
OKC
Office: 405-486-1400
Fax: 866-712-8849
1300 N. Walker, Suite 200
Oklahoma City, OK 73103
Dallas
Office: (972)-348-6300
14241 Dallas Parkway, Ste 1200
Dallas, TX 75254
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2018 Advisor Launchpad.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Catalyst Financial Group is not a subsidiary of MML Investors Services, or its affiliated companies. Supervisory Office: 14241 Dallas Parkway, Suite 1200 Dallas, Texas 75254 972-348-6336.
Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
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