READY FOR PEACE OF MIND?
Catalyst Investment Counselors
A planning specialty firm that crafts plans and portfolios to preserve what’s yours.
OUR MISSION
Providing Peace of Mind
and Prosperity
For investors who want a life-long relationship with a trusted financial advisor who understands the hidden costs of risk, Catalyst Investment Counselors is here to help grow and protect your wealth – one relationship at a time.
The Catalyst Difference
We are problem solvers with honest solutions
that makes sense
We combine education, experience and expertise
We are in your family's business
OUR APPROACH
How we work
with you
Our process is simple and incorporates you every
step of the way.
1. Discovery
Discussion
Getting down to the financial nitty-gritty.
3. Implementation & Integration
Our plans make sense and have tasks and timelines.
2. Presentation & Education
We share recommendations for your financial future.
4. Maintain
& Manage
We keep you on track, for a lifetime.
OUR SERVICES
What We Offer
For investors who want a life-long relationship with a trusted financial advisor who understands the hidden costs of risk, Catalyst Investment Counselors is here to help grow and protect your wealth – one relationship at a time.
Financial Planning
In-depth financial analysis and planning development
Investment Management
Ongoing portfolio advice from longtime professionals
Retirement Planning
Preparing today for your future life so you can meet your goals and dreams
Estate Planning
Planning for the transfer of assets to your heirs and protecting your estate beyond your lifetime
Risk Management
Mitigating taxes so you keep more of what you earn
401k Planning
Planning and administration for a variety of 401k plan types.
