Financial Planning

No two clients are the same. That’s why financial plans should be as unique as the person or business behind them. Our financial planning services help you as you build value to your personal or business portfolio. Your Catalyst team can help you evaluate options, build and execute long-term strategies while balancing your dreams against your realities.

You may be starting your journey or well on your way. But regardless of how far along you’ve come on your path to building wealth, Catalyst can give you the road map to help you get there.

We’ll give you the information you need to define your goals. We’ll analyze your financial aspirations and develop a strategy to fit your long-term requirements. We’ll help you identify and understand your tolerance for risk. And, our team of financial experts will help you discover strategies designed to help you maximize your investments, giving consideration to tax and cost implications as well as risk and expected performance. Our services include:

• Education Planning
  College Cost Analysis
• Retirement Income Planning
  Mutual Funds
  Roth (IRAs)
  Retirement Plans
    - 401k Plans
    - Simple IRAs
    - Defined Benefit Plans
  Individual Retirement Accounts (IRAs)
• Estate Planning