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.

Insurance Planning

Helping you prepare for when tomorrow becomes today.

Catalyst 360:

  • 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. 

Retirement Planning

Working with you to assess your needs and strategize a plan that moves you toward your goals.

Catalyst 360:

  • 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.

Investment Planning

Helping you grow and manage your wealth through our market knowledge and experience.

Catalyst 360:

  • 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.

Business Planning

Helping you strengthen your business by protecting your most valuable assets.

Catalyst 360:

  • 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

Estate Planning

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.

Catalyst 360:

  • Develop a wealth transfer strategy
  • Provide trust services
  • Create estate tax minimization

Contact us.

Office: 918-524-6319
Fax: 866-712-8849
2200 South Utica Place, Suite 400
Tulsa, OK 74114

[email protected]

Office: 405-486-1400
Fax: 866-712-8849
1300 N. Walker, Suite 200
Oklahoma City, OK 73103

Office: (972)-348-6300
14241 Dallas Parkway, Ste 1200
Dallas, TX 75254 

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: 14241 Dallas Parkway, Suite 1200 Dallas, Texas 75254 972-348-6300.

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.