Our Services

Financial Catalyst Group is dedicated to helping successful people solve problems and simplify their lives around their wealth.  We work closely with our clients using a collaborative, consultative process that we call Wealth Architecture^TM . 

The process begins with a Discovery Meeting, during which we learn as much as we can about your values, goals, relationships, assets, etc.  We explore whether or not you, and we, believe that we can add significant value by working together. 

Over time the Wealth Architecture^TM process includes the design and implementation of an Investment Plan, and whatever other advanced planning your situation requires.  This would include working with your advisors and our team of experts to coordinate your investment planning with your income tax situation, address your wealth transfer desires (estate planning), and coordinating any charitable giving goals you may have.

We help you with most aspects of your planning including:

Retirement Income Planning

Business Succession Planning

Wealth Preservation (Insurance and Estate Planning)

Financial Catalyst Group is an independent firm that is part of a national network which we look to for ideas and financial products that may be used in the implementation of your plans.  We always put your needs first, and we strongly believe that we must consistently add value in our relationship with you in order to maintain the right to continue to work together.