Products & Services

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You’ve worked hard to build your wealth. At Catalyst, we work hard for you to keep it. Our careful planning and sound advice helps you protect what you’ve earned. Through collaboration and innovation, our team of experts will help you select the best options to manage your risk for your business or personal portfolio.

Life Insurance

Don’t leave anything to chance. Find the life insurance you need to protect your financial future. We have products from some of the country’s best insurance companies. By partnering with you in your planning, we’ll review your policy’s performance over time to ensure it always meets your needs.

Business Insurance

You’ve worked hard, so take time to protect what you’ve built. From key person insurance to buy-sell agreements that ensure the continuity of your business should you or a partner become disabled or die, you’ll find the insurance coverage you need to keep the value of your most valued asset – your business.

Disability Income Insurance

What if you were too sick or hurt to work? Disability can happen to anyone, but Catalyst can help you make sure you can manage your obligations. The mortgage. Car payments. Education. Living expenses. We’ll help you calculate what you need so you’re ready when life’s challenges come your way.

Executive Benefits Planning

Your business depends on your executives. We’ll help you carve out a special benefits package to attract and retain your top talent.

Long-Term Care

Protect your independence and your family’s long-term financial security with a plan to take care of your daily needs.

Financial Planning

Your Catalyst professionals have access to a wide array of financial vehicles – from IRAs to money markets, from mutual funds to annuities – to help get you where you where you want to go.