THE CATALYST EXPERIENCE

Understanding your unique financial
needs both today and in the future
is only the beginning.

Through the Catalyst Experience, we deliver an approach to your financial wellness, following our proven four-step discovery and planning process that builds trust, encourages collaboration, and promotes transparency and accountability — for you and for us — as we work toward your life’s goals together.

Risk Management
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 was lost? Your plans should always begin with a foundation of insurance protection to manage risk.

Wealth Building
Do you have a long term investment strategy? Are you on track to retire when and how you want to, and 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 objective, goals and fears.

Estate Planning
A well-designed estate plan can help preserve your wealth and minimize tax liability. It can also fund a flavored 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.

The Catalyst Experience

Our planning process involves six key areas:

1. Determine Goals
2. Manage Risks
3. Plan Retirement
4. Accumulate Wealth
5. Manage Taxes
6. Plan for Legacy

Our priority at Catalyst Financial Group is to assist as you build, protect and preserve your wealth. We help you prepare for when tomorrow becomes today.