We can help.
Whether you’re preparing for a life milestone event or simply looking for sound financial strategies for the future.
Our financial planning process provides you with the foundation upon which long-term success can be built. Our services include a range of customized planning strategies to deliver the level of financial guidance most appropriate for your goals and objectives.
Helping you prepare for when tomorrow becomes today.
- Review and analyze current insurance policies and protection planning strategies for premature death, disability, and long-term care needs.
- Identify any missing components to your insurance planning needs and optimize the latest products and case design to achieve your goals.
Working with you to assess your needs and strategize a plan that moves you toward your goals.
- Create current balance sheets and cash flow statements using agreed-upon assumptions,
- Assess whether your future projected resources (including retirement plans, IRA’s, Pensions) are sufficient to support your desired retirement income needs and lifestyle.
Helping you grow and manage your wealth through our market knowledge and experience.
- Review current investment strategy and allocation
- Develop a comprehensive asset allocation and vehicle diversification strategy, including the reallocation of monies as needed, tailored to your specific objectives and risk tolerance.
Helping you strengthen your business by protecting your most valuable assets.
- Review all operating agreements,
- Analyze current business succession plan and the potential impact of death or disability of the current owner(s)
- Develop thoughtful strategies to help ensure the most effective and efficient transition.
- Develop a plan to retain and attract great employees
Ensuring your values are upheld for you and your loved ones.
- Develop a wealth transfer strategy
- Provide trust services
- Create estate tax minimization
2200 South Utica Place, Suite 400
Tulsa, OK 74114
1300 N. Walker, Suite 200
Oklahoma City, OK 73103
14241 Dallas Parkway, Ste 1200
Dallas, TX 75254
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. Catalyst Financial Group is not a subsidiary of MML Investors Services, or its affiliated companies. Supervisory Office: 1300 North Walker Ave, Suite 200, Oklahoma City, OK 73103. Phone: (405) 486-1400.
Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.