Financial Services

One stop. Many options.

At Catalyst Wealth Management, we can offer you the following products and services:

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Retirement Income Strategies

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Wealth Management & Investments

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Asset Protection

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Annuities

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Life Insurance

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Tax-Efficient Strategies

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Long-Term Care Strategies

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IRA & 401(k) Rollovers

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IRA Legacy Planning

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We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning

How strong is your financial house?

Much like a home, your financial portfolio needs to outlast various uncertain conditions. How does your current strategy hold up?

If you’re like many Americans, your financial house may be due for some home improvements. According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans are highly anxious about their overall retirement outlook.2

That’s where we come in.

Watch the video below to see how our team of financial professionals can help you construct a financial house that’s built to last.

1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

2The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.”

 

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Talk to your financial professional and your tax advisor about how Social Security benefits can fit into a complete retirement income strategy. Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. We are not affiliated with the U.S. government or any governmental agency.

These financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results, nor do they represent the performance of any specific investment or product.