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LPL RESEARCH

Below is a list of helpful documents to offer you additional financial perspective.

Financial Planning • Wealth Management • Insurance Program • Tax Planning Strategies


Catalyst Wealth Advisors provides personalized, independent guidance to help clients pursue their financial goals. Our services include customized financial planning, integrated wealth management, life insurance programs and comprehensive tax planning strategies.

Responsive Experienced Wealth Advisors


Catalyst Wealth Advisors provides responsive, personal service to individuals and business owners who seek to establish and maintain effective wealth management strategies. Our qualifications and experience allow us to offer clients an integrated approach to planning and managing their financial lives. Our mission, and our fiduciary duty, is to put the interests of our clients first and foremost in every case.

Why Choose Catalyst Wealth Advisors?

  • Independent Process to Equity Picking Strategy Focused on Undervalued Securities
  • Momentum Based Process for Mutual Fund and ETF Investments
  • Formal Technical Analysis for Monitoring Portfolios and Recognize Trend Changes
  • Independent Macro-Economic Research
  • Technical Behavior Aspects of Managing Risks
  • Personal Guidance Responsive to Your Changing Needs and Individualized Portfolio Management
  • No Proprietary Products
  • Holistic Financial Planning Services

Independent...But Not Alone

Catalyst Wealth Advisors has teamed up with a select group of accredited professionals in investment management, finance, accounting, law, insurance, and retirement and estate planning. These resources, combined with Catalyst's knowledge and experience, allow us to offer clients a full complement of wealth management expertise. That way, we can focus on what we do best...helping people pursue their financial goals and strive for their dreams.

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IRA Withdrawals that Escape the 10% Tax Penalty

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TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

 

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Determine your potential long-term care needs and how long your current assets might last.

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The importance of life insurance, how it works, and how much coverage you need.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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You’ve made investments your whole life. Work with us to help make the most of them.

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