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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.

Helpful Content

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

The New Red Scare: Chinese Ownership of U.S. Debt

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

 

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

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

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Rightsizing for Retirement

What does your home really cost?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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