ALLIANCES

Purpose-driven professionals. Value you can trust.

We have the resources of a big firm,
but provide the personalized attention
of a boutique agency

Gallagher Benefit Services, Inc.

The right employee benefits partner is an invaluable extension of your HR team. Likewise, the right benefits program can make all the difference in attracting and retaining your most talented and valuable employees.

We have the resources of a large firm but provide the personalized attention of a boutique agency. Our alliance with Gallagher Benefit Services, Inc. – a benefits solutions leader for companies of all sizes – gives you access to best-in-class health benefit solutions, state-of-the-art technology services, compliance and regulatory support, employee advocacy services and analytical tools. When you work with us, you receive the best of both worlds – the deep resources of GBS and the personal touch of Catalyst Financial.

Family Business Resources

Family Business Resources educates, encourages and inspires owners and their advisors on the best practices associated with succession planning. Our website provides articles on the family business system and links to various organizations that support family business health. Information regarding upcoming presentations (which provide CPE and CLE credit) is also available.

Alan Campbell, PhD

Dr. Alan Campbell specializes in assisting families in business as they address communication processes and business concerns.

Throughout his 25 year career in the counseling field, Dr. Campbell has worked in a variety of areas: individual counseling, family business consulting, sports psychology and marriage therapy.

Licensed as a psychologist in the State of Oklahoma, Dr. Campbell is also a member of the Family Firm Institute. Dr. Campbell is a business owner and understands the stresses of entrepreneurship.

Dr. Campbell obtained his Masters in Community Counseling and PhD in Counseling Psychology from Oklahoma State University.

www.family-business-resources.com

JSR Consulting

Jim Roberts provides answers for CPA’s, Attorneys, and Life Insurance Representatives as well as Insured’s regarding Financial Services. Jim gathers financial background information from third party sources, rating agencies, and various financial publications.

In addition to the life insurance research, Jim has coached sales people and business owners for the past 30 years. Jim teaches three or four “Good News” classes a week on subjects such as “The Seven Virtues”, “The Works of C. S. Lewis”, and Peter Drucker.

The above named entities are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Alliances are not exclusive relationships. You are free to choose your own professionals for these needs.

CONTACT US

TULSA
Office: 918-524-6319
Fax: 866-712-884
1425 East 41st Place South
Tulsa, OK 74105
jlpaschal@financialguide.com

OKC
Office: 405-486-1400
Fax: 866-712-8849
1300 N. Walker, Suite 200
Oklahoma City, OK 73103

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Catalyst is not a subsidiary of MML Investors Services, or its affiliated companies. Supervisory Office 1300 North Walker Ave, Suite 200, Oklahoma City, OK  73103

CRN201904-209030