THE CATALYST EXPERIENCE
We help you prepare for when tomorrow becomes today.
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.
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.
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.
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:
- Determine Goals
- Manage Risks
- Plan Retirement
- Accumulate Wealth
- Manage Taxes
- 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.
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. Supervisory Office 1300 North Walker Ave, Suite 200, Oklahoma City, OK 73103