BUSINESS SUCCESS PLANNING

Planning for the unexpected is just as important as planning for your expected business growth.

We’ll help you create a plan
to protect your business.

Be prepared.

  • If you’re unable to work
  • If you or a business partner die or becomes disabled
  • If a key employee becomes disabled

Your business requires your full attention.

We know it’s hard to step back from the day-to-day operations to look at the long-term picture, but planning for the unexpected is just as important as planning for your expected growth, diversification or even the sale of your business.

From key person insurance to buy-sell agreements, we’ll have you covered in case you, a partner or a key employee die or become disabled.

At Catalyst, we’ll help you create a plan to protect your business.

Catalyst Financial Group can assist you with:

  • Business Continuation Planning
  • Buy-Sell Strategies – To help to ensure the continuity of the business should a partner become disabled or die
  • Key Person Insurance
  • Executive Bonus Plans
  • Business Overhead Coverage

Disability Income Insurance

To help protect your business through tough times:

  • Take stock – Inventory the programs you already have in place. Determine a timeline to have them reviewed by a financial professional.
  • Review personnel – Determine who your most valuable employees are. If those employees are critical to the success of your business, develop a strategy to make sure your business is protected in the event of death or disability.
  • Think big picture – Work with your Catalyst Group to help outline your long-term personal and business financial goals.

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