Private Financial Planning Capabilities

Whether preparing for a milestone life
event or simply looking for sound financial
strategies for the future

We believe the financial planning process provides our clients with the foundation upon which long-term success can be built. Our service offering includes a range of customized planning strategies to deliver the level of financial guidance most appropriate for your goals and objectives.

RETIREMENT PLANNING

Creation of current balance sheet and cash flow statements, using agreed-upon assumptions, assessment of whether your future projected resources (including retirement plans, IRA’s, Pensions) are sufficient to support your desired retirement income needs and lifestyle.

RISK MANAGEMENT

A thorough review and analysis of current insurance policies and protection planning strategies for premature death, disability, and long-term care needs.

INVESTMENTS/ASSET ALLOCATION

Review of current investment strategy and allocation, and the development of a comprehensive asset allocation and vehicle diversification strategy, including the reallocation of monies as needed, tailored to your specific objectives and risk tolerance.

EDUCATION

Analysis of current education funding strategies in relation to your personal objectives and risk tolerance, including quantifiable recommendations for secondary education cost parameters for children and/or grandchildren.

BUSINESS SUCCESSION

Comprehensive review of all Operating Agreements, current business succession plan, and the potential impact of death or disability of the current owner(s), as well the development of thoughtful strategies to help ensure the most effective and efficient transition.

ESTATE ANALYSIS

Evaluation of current estate distribution plan to determine effectiveness – including a review of existing life insurance contracts with a focus on ownership and beneficiary designations – with recommendations for alternative strategies to minimize or reduce estate taxes in appropriate.ion.

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

CRN202103-245736